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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 | $83,747 | $86,940-3.7% | $102,434-18.2% | $80,935+3.5% |
| Participation rate | 88.5% | 72.4%+16.1pp | 76.5%+12.0pp | 67.7%+20.8pp |
| Annual return | 10.04% | 18.89%-8.9pp | 29.46%-19.4pp | 35.66%-25.6pp |
| Employer contribution / active EE | $3,387 | $2,370+42.9% | $3,023+12.0% | $2,757+22.9% |
| Participant deferral / active EE | $3,835 | $4,121-7.0% | $5,055-24.1% | $4,299-10.8% |
| Admin fee / account holder | $138 | $8,047-98.3% | $9,462-98.5% | $6,924-98.0% |