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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 | $198,233 | $156,398+26.7% | $147,318+34.6% | $138,895+42.7% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 9.36% | 78.75%-69.4pp | 70.43%-61.1pp | 145.39%-136.0pp |
| Employer contribution / active EE | $4,659 | $4,853-4.0% | $4,593+1.4% | $4,194+11.1% |
| Participant deferral / active EE | $12,468 | $8,237+51.4% | $7,906+57.7% | $6,396+94.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |