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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 | $20,726 | $77,908-73.4% | $149,696-86.2% | $75,173-72.4% |
| Participation rate | 72.5% | 65.6%+7.0pp | 78.8%-6.2pp | 67.2%+5.3pp |
| Annual return | 10.12% | 31.73%-21.6pp | 134.46%-124.3pp | 160.72%-150.6pp |
| Employer contribution / active EE | $2,495 | $3,138-20.5% | $4,821-48.3% | $2,671-6.6% |
| Participant deferral / active EE | $1,638 | $3,411-52.0% | $5,682-71.2% | $4,126-60.3% |
| Admin fee / account holder | $165 | $5,950-97.2% | $13,212-98.8% | $5,651-97.1% |