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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 | $169,837 | $154,228+10.1% | $145,433+16.8% | $137,256+23.7% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 12.38% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $6,314 | $4,804+31.4% | $4,554+38.6% | $4,156+51.9% |
| Participant deferral / active EE | $14,759 | $8,216+79.6% | $7,897+86.9% | $6,407+130.4% |
| Admin fee / account holder | $163 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |