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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 | $106,611 | $156,398-31.8% | $147,318-27.6% | $138,895-23.2% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.6pp | 79.9%+15.7pp |
| Annual return | 11.76% | 78.75%-67.0pp | 70.43%-58.7pp | 145.39%-133.6pp |
| Employer contribution / active EE | $20,617 | $4,853+324.8% | $4,593+348.9% | $4,194+391.6% |
| Participant deferral / active EE | $5,893 | $8,237-28.5% | $7,906-25.5% | $6,396-7.9% |
| Admin fee / account holder | $56 | $14,976-99.6% | $13,708-99.6% | $12,562-99.6% |