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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 | $40,222 | $162,136-75.2% | $152,301-73.6% | $154,746-74.0% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 9.78% | 91.02%-81.2pp | 80.50%-70.7pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,495 | $4,890-69.4% | $4,624-67.7% | $4,379-65.9% |
| Participant deferral / active EE | $8,350 | $8,341+0.1% | $8,004+4.3% | $6,730+24.1% |
| Admin fee / account holder | $241 | $15,759-98.5% | $14,398-98.3% | $14,365-98.3% |