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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 | $185,394 | $162,136+14.3% | $152,301+21.7% | $154,746+19.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.28% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.1pp |
| Employer contribution / active EE | $6,630 | $4,890+35.6% | $4,624+43.4% | $4,379+51.4% |
| Participant deferral / active EE | $13,260 | $8,341+59.0% | $8,004+65.7% | $6,730+97.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |