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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 | $218,491 | $156,398+39.7% | $147,318+48.3% | $138,895+57.3% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 10.08% | 78.75%-68.7pp | 70.43%-60.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $3,815 | $4,853-21.4% | $4,593-16.9% | $4,194-9.1% |
| Participant deferral / active EE | $7,444 | $8,237-9.6% | $7,906-5.9% | $6,396+16.4% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |