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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 | $235,431 | $172,111+36.8% | $150,298+56.6% | $137,256+71.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 7.81% | 69.37%-61.6pp | 62.79%-55.0pp | 220.34%-212.5pp |
| Employer contribution / active EE | $3,825 | $4,636-17.5% | $4,154-7.9% | $4,156-8.0% |
| Participant deferral / active EE | $5,520 | $6,166-10.5% | $5,453+1.2% | $6,407-13.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |