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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 | $112,729-50.3% | $98,716-43.2% | $137,256-59.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 4.81% | 38.48%-33.7pp | 31.81%-27.0pp | 220.34%-215.5pp |
| Employer contribution / active EE | $1,586 | $2,725-41.8% | $2,279-30.4% | $4,156-61.8% |
| Participant deferral / active EE | $9,105 | $4,640+96.2% | $4,048+124.9% | $6,407+42.1% |
| Admin fee / account holder | $14 | $10,129-99.9% | $8,703-99.8% | $12,270-99.9% |