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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 | $211,630 | $212,386-0.4% | $199,883+5.9% | $138,895+52.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 3.97% | 47.75%-43.8pp | 43.81%-39.8pp | 145.39%-141.4pp |
| Employer contribution / active EE | $34,624 | $6,625+422.7% | $6,261+453.0% | $4,194+725.5% |
| Participant deferral / active EE | $16,652 | $9,617+73.1% | $9,138+82.2% | $6,396+160.3% |
| Admin fee / account holder | $35 | $18,233-99.8% | $17,268-99.8% | $12,562-99.7% |