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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 | $198,610 | $217,432-8.7% | $185,849+6.9% | $167,536+18.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.48% | 148.42%-140.9pp | 122.10%-114.6pp | 478.82%-471.3pp |
| Employer contribution / active EE | $8,570 | $5,875+45.9% | $5,169+65.8% | $4,839+77.1% |
| Participant deferral / active EE | $7,770 | $6,357+22.2% | $5,569+39.5% | $6,342+22.5% |
| Admin fee / account holder | $169 | $19,818-99.1% | $16,244-99.0% | $12,315-98.6% |