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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 | $125,997 | $178,174-29.3% | $156,181-19.3% | $137,256-8.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.26% | 84.19%-75.9pp | 64.87%-56.6pp | 220.34%-212.1pp |
| Employer contribution / active EE | $6,528 | $4,972+31.3% | $4,294+52.0% | $4,156+57.1% |
| Participant deferral / active EE | $7,773 | $6,888+12.8% | $6,132+26.8% | $6,407+21.3% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |