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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 | $8,933 | $217,432-95.9% | $185,849-95.2% | $167,536-94.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.31% | 148.42%-141.1pp | 122.10%-114.8pp | 478.82%-471.5pp |
| Employer contribution / active EE | $2,464 | $5,875-58.1% | $5,169-52.3% | $4,839-49.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $230 | $19,818-98.8% | $16,244-98.6% | $12,315-98.1% |