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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 | $215,376 | $148,582+45.0% | $135,942+58.4% | $139,456+54.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.97% | 79.26%-69.3pp | 68.28%-58.3pp | 373.45%-363.5pp |
| Employer contribution / active EE | $2,350 | $5,245-55.2% | $4,858-51.6% | $4,753-50.6% |
| Participant deferral / active EE | $8,132 | $8,101+0.4% | $7,759+4.8% | $6,711+21.2% |
| Admin fee / account holder | $16 | $12,402-99.9% | $10,764-99.9% | $11,407-99.9% |