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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 | $179,074 | $148,623+20.5% | $135,974+31.7% | $139,466+28.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 6.87% | 79.30%-72.4pp | 68.30%-61.4pp | 373.66%-366.8pp |
| Employer contribution / active EE | $1,959 | $5,246-62.7% | $4,859-59.7% | $4,754-58.8% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $31 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |