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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 | $46,407 | $100,970-54.0% | $96,576-51.9% | $137,256-66.2% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 12.06% | 38.16%-26.1pp | 38.47%-26.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,512 | $8,286-9.3% | $7,956-5.6% | $6,407+17.2% |
| Admin fee / account holder | $25 | $11,312-99.8% | $11,381-99.8% | $12,270-99.8% |