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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 | $207,888 | $172,111+20.8% | $150,298+38.3% | $137,256+51.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.94% | 69.37%-59.4pp | 62.79%-52.8pp | 220.34%-210.4pp |
| Employer contribution / active EE | $8,753 | $4,636+88.8% | $4,154+110.7% | $4,156+110.6% |
| Participant deferral / active EE | $7,404 | $6,166+20.1% | $5,453+35.8% | $6,407+15.6% |
| Admin fee / account holder | $244 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |