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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 | $216,181 | $172,111+25.6% | $150,298+43.8% | $137,256+57.5% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 11.31% | 69.37%-58.1pp | 62.79%-51.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $5,293 | $4,636+14.2% | $4,154+27.4% | $4,156+27.4% |
| Participant deferral / active EE | $5,850 | $6,166-5.1% | $5,453+7.3% | $6,407-8.7% |
| Admin fee / account holder | $144 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |