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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 | $217,432+9.2% | $185,851+27.7% | $167,553+41.7% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 4.18% | 148.43%-144.3pp | 122.11%-117.9pp | 478.89%-474.7pp |
| Employer contribution / active EE | $9,071 | $5,874+54.4% | $5,168+75.5% | $4,840+87.4% |
| Participant deferral / active EE | $3,900 | $6,357-38.7% | $5,569-30.0% | $6,343-38.5% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |