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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 | $204,608 | $201,372+1.6% | $184,260+11.0% | $145,884+40.3% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 6.86% | 29.04%-22.2pp | 28.84%-22.0pp | 551.85%-545.0pp |
| Employer contribution / active EE | $20,236 | $7,024+188.1% | $6,427+214.8% | $4,662+334.0% |
| Participant deferral / active EE | $18,772 | $9,808+91.4% | $9,133+105.5% | $6,690+180.6% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |