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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 | $237,378 | $217,392+9.2% | $185,818+27.7% | $167,497+41.7% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 4.18% | 148.37%-144.2pp | 122.06%-117.9pp | 478.62%-474.4pp |
| Employer contribution / active EE | $9,071 | $5,873+54.4% | $5,168+75.5% | $4,838+87.5% |
| Participant deferral / active EE | $3,900 | $6,357-38.6% | $5,568-30.0% | $6,341-38.5% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |