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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 | $156,398+18.5% | $147,318+25.8% | $138,895+33.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.28% | 78.75%-67.5pp | 70.43%-59.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $6,630 | $4,853+36.6% | $4,593+44.4% | $4,194+58.1% |
| Participant deferral / active EE | $13,260 | $8,237+61.0% | $7,906+67.7% | $6,396+107.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |