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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 | $41,520 | $54,763-24.2% | $90,324-54.0% | $72,976-43.1% |
| Participation rate | 98.0% | 65.2%+32.8pp | 73.3%+24.7pp | 69.5%+28.5pp |
| Annual return | 9.51% | 30.63%-21.1pp | 78.15%-68.6pp | 81.02%-71.5pp |
| Employer contribution / active EE | $4,572 | $2,093+118.4% | $2,856+60.1% | $2,440+87.4% |
| Participant deferral / active EE | $2,650 | $2,887-8.2% | $3,885-31.8% | $3,608-26.6% |
| Admin fee / account holder | $168 | $3,973-95.8% | $5,356-96.9% | $5,124-96.7% |