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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 | $196,733 | $148,629+32.4% | $135,982+44.7% | $139,487+41.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 6.99% | 79.33%-72.3pp | 68.32%-61.3pp | 373.84%-366.9pp |
| Employer contribution / active EE | $14,780 | $5,247+181.7% | $4,859+204.2% | $4,755+210.9% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $297 | $12,406-97.6% | $10,767-97.2% | $11,407-97.4% |