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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 | $95,506 | $209,874-54.5% | $189,537-49.6% | $167,536-43.0% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 8.72% | 748.61%-739.9pp | 555.34%-546.6pp | 478.82%-470.1pp |
| Employer contribution / active EE | $9,543 | $6,913+38.0% | $6,161+54.9% | $4,839+97.2% |
| Participant deferral / active EE | $7,279 | $8,934-18.5% | $8,220-11.4% | $6,342+14.8% |
| Admin fee / account holder | $98 | $14,299-99.3% | $12,048-99.2% | $12,315-99.2% |