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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 | $232,996 | $174,379+33.6% | $152,093+53.2% | $138,895+67.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.18% | 74.86%-66.7pp | 66.36%-58.2pp | 145.39%-137.2pp |
| Employer contribution / active EE | $2,421 | $4,652-48.0% | $4,175-42.0% | $4,194-42.3% |
| Participant deferral / active EE | $9,357 | $6,159+51.9% | $5,451+71.6% | $6,396+46.3% |
| Admin fee / account holder | $12 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |