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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 | $73,536 | $67,606+8.8% | $82,313-10.7% | $70,131+4.9% |
| Participation rate | 86.2% | 72.8%+13.4pp | 76.9%+9.3pp | 69.5%+16.7pp |
| Annual return | 5.93% | 21.57%-15.6pp | 25.88%-19.9pp | 73.14%-67.2pp |
| Employer contribution / active EE | $3,448 | $1,755+96.5% | $2,428+42.0% | $2,342+47.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $184 | $4,512-95.9% | $5,608-96.7% | $4,645-96.0% |