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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 | $74,662 | $124,346-40.0% | $111,308-32.9% | $167,536-55.4% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 7.79% | 37.45%-29.7pp | 54.67%-46.9pp | 478.82%-471.0pp |
| Employer contribution / active EE | $2,539 | $3,437-26.1% | $2,732-7.1% | $4,839-47.5% |
| Participant deferral / active EE | $3,971 | $5,182-23.4% | $4,487-11.5% | $6,342-37.4% |
| Admin fee / account holder | $246 | $10,621-97.7% | $7,965-96.9% | $12,315-98.0% |