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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 | $178,920 | $183,539-2.5% | $155,556+15.0% | $145,897+22.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 5.77% | 61.31%-55.5pp | 64.84%-59.1pp | 552.29%-546.5pp |
| Employer contribution / active EE | $10,561 | $5,315+98.7% | $4,675+125.9% | $4,663+126.5% |
| Participant deferral / active EE | $11,684 | $6,467+80.7% | $5,631+107.5% | $6,689+74.7% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |