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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 | $14,877 | $198,457-92.5% | $170,435-91.3% | $147,586-89.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.23% | 257.30%-251.1pp | 205.94%-199.7pp | 578.59%-572.4pp |
| Employer contribution / active EE | $6,704 | $6,183+8.4% | $5,432+23.4% | $4,876+37.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $65 | $16,852-99.6% | $13,881-99.5% | $10,886-99.4% |