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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 | $178,303 | $209,336-14.8% | $197,124-9.5% | $137,256+29.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.62% | 48.09%-38.5pp | 44.34%-34.7pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,844 | $6,591-56.9% | $6,227-54.3% | $4,156-31.6% |
| Participant deferral / active EE | $10,833 | $9,614+12.7% | $9,135+18.6% | $6,407+69.1% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |