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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 | $201,562 | $154,228+30.7% | $145,433+38.6% | $137,256+46.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.38% | 74.59%-66.2pp | 66.58%-58.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $20,950 | $4,804+336.1% | $4,554+360.0% | $4,156+404.1% |
| Participant deferral / active EE | $10,676 | $8,216+29.9% | $7,897+35.2% | $6,407+66.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |