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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 | $182,642 | $111,535+63.8% | $105,223+73.6% | $137,256+33.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 10.98% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,330 | $3,939-40.9% | $3,689-36.8% | $4,156-43.9% |
| Participant deferral / active EE | $9,689 | $5,500+76.2% | $5,072+91.0% | $6,407+51.2% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |