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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 | $61,368 | $58,851+4.3% | $115,170-46.7% | $72,975-15.9% |
| Participation rate | 88.0% | 65.5%+22.5pp | 75.9%+12.1pp | 69.5%+18.5pp |
| Annual return | 11.03% | 23.16%-12.1pp | 35.60%-24.6pp | 81.01%-70.0pp |
| Employer contribution / active EE | $8,186 | $1,798+355.3% | $3,179+157.5% | $2,440+235.5% |
| Participant deferral / active EE | $13,880 | $2,643+425.2% | $4,169+232.9% | $3,608+284.7% |
| Admin fee / account holder | $233 | $6,370-96.3% | $7,089-96.7% | $5,124-95.5% |