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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 | $189,628 | $148,623+27.6% | $135,974+39.5% | $139,466+36.0% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 6.66% | 79.30%-72.6pp | 68.30%-61.6pp | 373.66%-367.0pp |
| Employer contribution / active EE | $5,940 | $5,246+13.2% | $4,859+22.2% | $4,754+24.9% |
| Participant deferral / active EE | $4,306 | $8,103-46.9% | $7,760-44.5% | $6,712-35.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |