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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 | $77,942 | $100,970-22.8% | $96,576-19.3% | $137,256-43.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.42% | 38.16%-25.7pp | 38.47%-26.0pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,833 | $3,809-51.9% | $3,553-48.4% | $4,156-55.9% |
| Participant deferral / active EE | $15,667 | $8,286+89.1% | $7,956+96.9% | $6,407+144.5% |
| Admin fee / account holder | $23 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |