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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 | $68,796 | $58,851+16.9% | $115,170-40.3% | $72,983-5.7% |
| Participation rate | 86.8% | 65.5%+21.3pp | 75.9%+10.9pp | 69.5%+17.4pp |
| Annual return | 1.94% | 23.16%-21.2pp | 35.60%-33.7pp | 81.01%-79.1pp |
| Employer contribution / active EE | $4,181 | $1,798+132.6% | $3,179+31.5% | $2,440+71.4% |
| Participant deferral / active EE | $2,772 | $2,643+4.9% | $4,169-33.5% | $3,608-23.2% |
| Admin fee / account holder | $21 | $6,370-99.7% | $7,089-99.7% | $5,124-99.6% |