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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,769 | $73,978-58.4% | $96,515-68.1% | $75,173-59.1% |
| Participation rate | 88.5% | 66.4%+22.0pp | 74.3%+14.1pp | 67.2%+21.3pp |
| Annual return | 11.70% | 26.72%-15.0pp | 35.73%-24.0pp | 160.72%-149.0pp |
| Employer contribution / active EE | $5,112 | $2,931+74.4% | $3,740+36.7% | $2,671+91.4% |
| Participant deferral / active EE | $1,636 | $3,660-55.3% | $4,880-66.5% | $4,126-60.4% |
| Admin fee / account holder | $21 | $5,219-99.6% | $6,735-99.7% | $5,651-99.6% |