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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 | $58,483 | $81,504-28.2% | $102,437-42.9% | $80,959-27.8% |
| Participation rate | 86.7% | 66.9%+19.8pp | 74.5%+12.2pp | 67.7%+19.0pp |
| Annual return | 7.43% | 25.60%-18.2pp | 24.95%-17.5pp | 35.67%-28.2pp |
| Employer contribution / active EE | $2,255 | $3,104-27.4% | $3,871-41.7% | $2,757-18.2% |
| Participant deferral / active EE | $6,187 | $3,871+59.8% | $5,060+22.3% | $4,300+43.9% |
| Admin fee / account holder | $129 | $6,719-98.1% | $8,388-98.5% | $6,925-98.1% |