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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 | $10,065 | $157,304-93.6% | $141,197-92.9% | $152,909-93.4% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 10.03% | 64.34%-54.3pp | 71.41%-61.4pp | 345.46%-335.4pp |
| Employer contribution / active EE | $1,278 | $5,263-75.7% | $4,736-73.0% | $4,764-73.2% |
| Participant deferral / active EE | $2,331 | $7,111-67.2% | $6,710-65.3% | $5,851-60.2% |
| Admin fee / account holder | $135 | $12,126-98.9% | $10,265-98.7% | $11,601-98.8% |