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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 | $9,060 | $109,872-91.8% | $98,483-90.8% | $167,536-94.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 8.68% | 1959.31%-1950.6pp | 1494.38%-1485.7pp | 478.82%-470.1pp |
| Employer contribution / active EE | $1,203 | $3,225-62.7% | $2,961-59.4% | $4,839-75.1% |
| Participant deferral / active EE | $1,885 | $4,673-59.7% | $4,276-55.9% | $6,342-70.3% |
| Admin fee / account holder | $166 | $6,757-97.5% | $5,953-97.2% | $12,315-98.7% |