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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 | $123,155-54.5% | $108,753-48.5% | $155,188-63.9% |
| Participation rate | 77.8% | 75.6%+2.1pp | 71.1%+6.7pp | 80.8%-3.0pp |
| Annual return | 4.81% | 44.73%-39.9pp | 37.47%-32.7pp | 148.84%-144.0pp |
| Employer contribution / active EE | $1,586 | $2,811-43.6% | $2,427-34.6% | $4,248-62.7% |
| Participant deferral / active EE | $9,105 | $4,623+96.9% | $4,115+121.3% | $6,531+39.4% |
| Admin fee / account holder | $14 | $12,126-99.9% | $10,320-99.9% | $14,480-99.9% |