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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 | $148,582+20.5% | $135,942+31.7% | $139,456+28.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 6.87% | 79.26%-72.4pp | 68.28%-61.4pp | 373.45%-366.6pp |
| Employer contribution / active EE | $1,959 | $5,245-62.6% | $4,858-59.7% | $4,753-58.8% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $31 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |