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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,467 | $56,110-77.8% | $94,993-86.9% | $70,124-82.2% |
| Participation rate | 80.6% | 65.0%+15.6pp | 73.9%+6.8pp | 69.5%+11.1pp |
| Annual return | 6.26% | 51.02%-44.8pp | 27.14%-20.9pp | 73.14%-66.9pp |
| Employer contribution / active EE | $5,903 | $1,442+309.3% | $2,603+126.7% | $2,342+152.0% |
| Participant deferral / active EE | $994 | $2,391-58.4% | $3,317-70.0% | $3,332-70.2% |
| Admin fee / account holder | $0 | $3,456-100.0% | $4,960-100.0% | $4,645-100.0% |