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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 | $171,643 | $172,111-0.3% | $150,298+14.2% | $137,256+25.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.47% | 69.37%-59.9pp | 62.79%-53.3pp | 220.34%-210.9pp |
| Employer contribution / active EE | $3,313 | $4,636-28.6% | $4,154-20.3% | $4,156-20.3% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |