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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 | $56,052 | $124,980-55.2% | $108,359-48.3% | $154,746-63.8% |
| Participation rate | 77.8% | 75.2%+2.6pp | 70.1%+7.7pp | 80.7%-2.9pp |
| Annual return | 4.81% | 45.00%-40.2pp | 36.89%-32.1pp | 172.34%-167.5pp |
| Employer contribution / active EE | $1,586 | $2,851-44.3% | $2,399-33.9% | $4,379-63.8% |
| Participant deferral / active EE | $9,105 | $4,743+92.0% | $4,137+120.1% | $6,730+35.3% |
| Admin fee / account holder | $14 | $11,502-99.9% | $9,741-99.9% | $14,365-99.9% |