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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 | $150,160 | $165,361-9.2% | $149,715+0.3% | $158,950-5.5% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 7.84% | 348.24%-340.4pp | 276.66%-268.8pp | 302.91%-295.1pp |
| Employer contribution / active EE | $11,244 | $5,103+120.3% | $4,645+142.1% | $4,762+136.1% |
| Participant deferral / active EE | $8,193 | $7,182+14.1% | $6,842+19.8% | $5,983+37.0% |
| Admin fee / account holder | $194 | $10,808-98.2% | $9,310-97.9% | $11,248-98.3% |