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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 | $62,587 | $56,287+11.2% | $80,977-22.7% | $62,881-0.5% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.16% | 22.13%-17.0pp | 17.11%-11.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $4,674 | $1,943+140.6% | $3,715+25.8% | $2,281+104.9% |
| Participant deferral / active EE | $3,380 | $4,196-19.4% | $5,696-40.7% | $3,203+5.5% |
| Admin fee / account holder | $207 | $3,742-94.5% | $5,517-96.3% | $4,296-95.2% |