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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 | $56,473 | $55,713+1.4% | $75,894-25.6% | $72,983-22.6% |
| Participation rate | 83.3% | 61.1%+22.2pp | 69.3%+14.0pp | 69.5%+13.8pp |
| Annual return | 16.25% | 27.60%-11.3pp | 30.76%-14.5pp | 81.01%-64.8pp |
| Employer contribution / active EE | $2,040 | $1,687+20.9% | $2,501-18.4% | $2,440-16.4% |
| Participant deferral / active EE | $3,604 | $2,634+36.8% | $3,6030% | $3,608-0.1% |
| Admin fee / account holder | $119 | $3,980-97.0% | $5,420-97.8% | $5,124-97.7% |