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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 | $215,248 | $148,582+44.9% | $135,942+58.3% | $139,456+54.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.52% | 79.26%-67.7pp | 68.28%-56.8pp | 373.45%-361.9pp |
| Employer contribution / active EE | $5,700 | $5,245+8.7% | $4,858+17.3% | $4,753+19.9% |
| Participant deferral / active EE | $28,846 | $8,101+256.1% | $7,759+271.8% | $6,711+329.8% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |