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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 | $167,028 | $176,105-5.2% | $159,474+4.7% | $167,536-0.3% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 9.68% | 331.91%-322.2pp | 263.68%-254.0pp | 478.82%-469.1pp |
| Employer contribution / active EE | $3,509 | $5,299-33.8% | $4,831-27.4% | $4,839-27.5% |
| Participant deferral / active EE | $10,784 | $7,751+39.1% | $7,353+46.7% | $6,342+70.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |