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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 | $201,412 | $162,136+24.2% | $152,301+32.2% | $154,746+30.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.45% | 91.02%-80.6pp | 80.50%-70.0pp | 172.34%-161.9pp |
| Employer contribution / active EE | $11,508 | $4,890+135.3% | $4,624+148.8% | $4,379+162.8% |
| Participant deferral / active EE | $11,992 | $8,341+43.8% | $8,004+49.8% | $6,730+78.2% |
| Admin fee / account holder | $107 | $15,759-99.3% | $14,398-99.3% | $14,365-99.3% |