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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 | $64,895 | $106,524-39.1% | $152,301-57.4% | $87,485-25.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.79% | 26.89%-13.1pp | 80.50%-66.7pp | 26.06%-12.3pp |
| Employer contribution / active EE | $1,842 | $3,371-45.4% | $4,624-60.2% | $2,596-29.0% |
| Participant deferral / active EE | $3,204 | $6,525-50.9% | $8,004-60.0% | $4,274-25.0% |
| Admin fee / account holder | $149 | $8,287-98.2% | $14,398-99.0% | $7,775-98.1% |