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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 | $194,890 | $148,629+31.1% | $135,982+43.3% | $139,487+39.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 9.95% | 79.33%-69.4pp | 68.32%-58.4pp | 373.84%-363.9pp |
| Employer contribution / active EE | $3,308 | $5,247-37.0% | $4,859-31.9% | $4,755-30.4% |
| Participant deferral / active EE | $9,119 | $8,102+12.5% | $7,760+17.5% | $6,713+35.8% |
| Admin fee / account holder | $125 | $12,406-99.0% | $10,767-98.8% | $11,407-98.9% |