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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 | $195,434 | $178,174+9.7% | $156,181+25.1% | $137,256+42.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 4.11% | 84.19%-80.1pp | 64.87%-60.8pp | 220.34%-216.2pp |
| Employer contribution / active EE | $4,440 | $4,972-10.7% | $4,294+3.4% | $4,156+6.8% |
| Participant deferral / active EE | $7,750 | $6,888+12.5% | $6,132+26.4% | $6,407+21.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |