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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 | $155,573 | $67,602+130.1% | $82,312+89.0% | $70,126+121.8% |
| Participation rate | 93.5% | 72.8%+20.8pp | 76.9%+16.7pp | 69.5%+24.0pp |
| Annual return | 10.01% | 21.57%-11.6pp | 25.88%-15.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $2,384 | $1,755+35.9% | $2,428-1.8% | $2,343+1.8% |
| Participant deferral / active EE | $4,728 | $2,987+58.3% | $3,706+27.6% | $3,332+41.9% |
| Admin fee / account holder | $75 | $4,512-98.3% | $5,608-98.7% | $4,645-98.4% |