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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 | $7,643 | $63,346-87.9% | $92,240-91.7% | $70,126-89.1% |
| Participation rate | 96.0% | 68.7%+27.3pp | 76.5%+19.5pp | 69.5%+26.5pp |
| Annual return | 11.69% | 530.19%-518.5pp | 176.29%-164.6pp | 73.15%-61.5pp |
| Employer contribution / active EE | $2,916 | $2,471+18.0% | $3,680-20.8% | $2,343+24.5% |
| Participant deferral / active EE | $1,778 | $2,854-37.7% | $3,897-54.4% | $3,332-46.6% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |