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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 | $100,967 | $181,896-44.5% | $156,551-35.5% | $273,972-63.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.12% | 30.74%-29.6pp | 32.23%-31.1pp | 41.46%-40.3pp |
| Employer contribution / active EE | $3,537 | $6,248-43.4% | $5,501-35.7% | $4,869-27.4% |
| Participant deferral / active EE | $8,245 | $5,550+48.6% | $4,871+69.3% | $5,287+55.9% |
| Admin fee / account holder | $104 | $15,560-99.3% | $13,028-99.2% | $10,133-99.0% |