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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 | $121,780 | $148,623-18.1% | $135,974-10.4% | $139,466-12.7% |
| Participation rate | 89.5% | 83.9%+5.6pp | 81.9%+7.6pp | 80.3%+9.1pp |
| Annual return | 7.36% | 79.30%-71.9pp | 68.30%-60.9pp | 373.66%-366.3pp |
| Employer contribution / active EE | $4,730 | $5,246-9.8% | $4,859-2.7% | $4,754-0.5% |
| Participant deferral / active EE | $12,611 | $8,103+55.6% | $7,760+62.5% | $6,712+87.9% |
| Admin fee / account holder | $256 | $12,406-97.9% | $10,767-97.6% | $11,409-97.8% |