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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 | $163,080 | $154,228+5.7% | $145,433+12.1% | $137,256+18.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 10.93% | 74.59%-63.7pp | 66.58%-55.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $7,316 | $4,804+52.3% | $4,554+60.6% | $4,156+76.0% |
| Participant deferral / active EE | $14,257 | $8,216+73.5% | $7,897+80.5% | $6,407+122.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |