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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 | $33,903 | $65,364-48.1% | $92,909-63.5% | $72,975-53.5% |
| Participation rate | 96.6% | 68.3%+28.2pp | 76.0%+20.5pp | 69.5%+27.1pp |
| Annual return | 16.15% | 42.11%-26.0pp | 109.44%-93.3pp | 81.01%-64.9pp |
| Employer contribution / active EE | $2,344 | $2,594-9.7% | $3,653-35.9% | $2,440-4.0% |
| Participant deferral / active EE | $2,611 | $3,128-16.5% | $4,238-38.4% | $3,608-27.6% |
| Admin fee / account holder | $257 | $4,251-94.0% | $5,795-95.6% | $5,124-95.0% |