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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 | $152,751 | $111,814+36.6% | $103,378+47.8% | $145,978+4.6% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 7.45% | 24.80%-17.4pp | 24.91%-17.5pp | 550.52%-543.1pp |
| Employer contribution / active EE | $3,235 | $4,215-23.3% | $3,870-16.4% | $4,662-30.6% |
| Participant deferral / active EE | $4,658 | $5,618-17.1% | $5,058-7.9% | $6,690-30.4% |
| Admin fee / account holder | $180 | $9,764-98.2% | $8,401-97.9% | $13,400-98.7% |