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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 | $183,772 | $157,296+16.8% | $141,191+30.2% | $152,897+20.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 14.43% | 64.34%-49.9pp | 71.41%-57.0pp | 345.43%-331.0pp |
| Employer contribution / active EE | $11,753 | $5,262+123.3% | $4,736+148.2% | $4,764+146.7% |
| Participant deferral / active EE | $12,945 | $7,111+82.1% | $6,710+92.9% | $5,851+121.2% |
| Admin fee / account holder | $16 | $12,125-99.9% | $10,264-99.8% | $11,599-99.9% |