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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 | $49,056 | $65,367-25.0% | $92,915-47.2% | $72,976-32.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 13.52% | 42.11%-28.6pp | 109.45%-95.9pp | 81.02%-67.5pp |
| Employer contribution / active EE | $2,098 | $2,594-19.1% | $3,653-42.6% | $2,440-14.0% |
| Participant deferral / active EE | $2,227 | $3,128-28.8% | $4,238-47.5% | $3,608-38.3% |
| Admin fee / account holder | $276 | $4,251-93.5% | $5,796-95.2% | $5,124-94.6% |