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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 | $31,522 | $135,956-76.8% | $123,894-74.6% | $273,972-88.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 3.45% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $2,477 | $5,170-52.1% | $4,617-46.4% | $4,869-49.1% |
| Participant deferral / active EE | $6,159 | $6,343-2.9% | $5,984+2.9% | $5,287+16.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |