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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 | $240,352 | $165,381+45.3% | $149,730+60.5% | $158,966+51.2% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 5.21% | 348.29%-343.1pp | 276.70%-271.5pp | 302.95%-297.7pp |
| Employer contribution / active EE | $9,029 | $5,104+76.9% | $4,645+94.4% | $4,762+89.6% |
| Participant deferral / active EE | $7,086 | $7,182-1.3% | $6,843+3.6% | $5,983+18.4% |
| Admin fee / account holder | $224 | $10,809-97.9% | $9,310-97.6% | $11,250-98.0% |