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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 | $50,906 | $45,079+12.9% | $69,461-26.7% | $72,983-30.2% |
| Participation rate | 97.8% | 68.5%+29.3pp | 74.6%+23.2pp | 69.5%+28.3pp |
| Annual return | 3.97% | 22.65%-18.7pp | 28.97%-25.0pp | 81.01%-77.0pp |
| Employer contribution / active EE | $1,220 | $2,055-40.6% | $2,779-56.1% | $2,440-50.0% |
| Participant deferral / active EE | $2,578 | $2,603-0.9% | $3,536-27.1% | $3,608-28.5% |
| Admin fee / account holder | $158 | $3,056-94.8% | $3,840-95.9% | $5,124-96.9% |