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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 | $103,583 | $77,638+33.4% | $156,551-33.8% | $62,881+64.7% |
| Participation rate | 81.5% | 71.2%+10.3pp | 84.0%-2.5pp | 69.3%+12.2pp |
| Annual return | 4.46% | 50.33%-45.9pp | 32.23%-27.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,974 | $3,444-13.6% | $5,501-45.9% | $2,281+30.4% |
| Participant deferral / active EE | $4,671 | $3,046+53.4% | $4,871-4.1% | $3,203+45.8% |
| Admin fee / account holder | $110 | $5,561-98.0% | $13,028-99.2% | $4,296-97.4% |