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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 | $20,233 | $161,352-87.5% | $134,172-84.9% | $137,256-85.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 8.28% | 28.72%-20.4pp | 25.30%-17.0pp | 220.34%-212.1pp |
| Employer contribution / active EE | $8,812 | $4,099+115.0% | $3,420+157.7% | $4,156+112.0% |
| Participant deferral / active EE | $4,429 | $5,552-20.2% | $4,690-5.6% | $6,407-30.9% |
| Admin fee / account holder | $90 | $15,028-99.4% | $12,016-99.2% | $12,270-99.3% |