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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 | $181,062+28.7% | $158,223+47.3% | $155,188+50.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.18% | 57.39%-49.2pp | 52.09%-43.9pp | 148.84%-140.7pp |
| Employer contribution / active EE | $2,421 | $4,565-47.0% | $4,109-41.1% | $4,248-43.0% |
| Participant deferral / active EE | $9,357 | $6,134+52.5% | $5,467+71.1% | $6,531+43.3% |
| Admin fee / account holder | $12 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |