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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 | $29,721 | $101,063-70.6% | $81,473-63.5% | $147,586-79.9% |
| Participation rate | 84.2% | 74.5%+9.8pp | 68.0%+16.3pp | 82.8%+1.4pp |
| Annual return | 7.06% | 32.41%-25.3pp | 38.78%-31.7pp | 578.59%-571.5pp |
| Employer contribution / active EE | $2,696 | $3,206-15.9% | $2,568+5.0% | $4,876-44.7% |
| Participant deferral / active EE | $5,110 | $4,242+20.5% | $3,537+44.5% | $5,439-6.0% |
| Admin fee / account holder | $256 | $5,812-95.6% | $4,561-94.4% | $10,886-97.6% |