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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 | $225,494 | $197,637+14.1% | $177,848+26.8% | $158,982+41.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.34% | 58.77%-53.4pp | 48.33%-43.0pp | 302.99%-297.6pp |
| Employer contribution / active EE | $4,617 | $6,698-31.1% | $5,919-22.0% | $4,763-3.1% |
| Participant deferral / active EE | $22,750 | $8,405+170.7% | $7,714+194.9% | $5,983+280.2% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |