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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 | $43,370 | $181,896-76.2% | $156,551-72.3% | $273,972-84.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 2.14% | 30.74%-28.6pp | 32.23%-30.1pp | 41.46%-39.3pp |
| Employer contribution / active EE | $2,820 | $6,248-54.9% | $5,501-48.7% | $4,869-42.1% |
| Participant deferral / active EE | $2,871 | $5,550-48.3% | $4,871-41.1% | $5,287-45.7% |
| Admin fee / account holder | $156 | $15,560-99.0% | $13,028-98.8% | $10,133-98.5% |