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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 | $12,031 | $183,516-93.4% | $155,534-92.3% | $145,884-91.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.61% | 61.43%-54.8pp | 64.92%-58.3pp | 551.85%-545.2pp |
| Employer contribution / active EE | $3,481 | $5,315-34.5% | $4,675-25.5% | $4,662-25.3% |
| Participant deferral / active EE | $4,743 | $6,467-26.6% | $5,630-15.8% | $6,690-29.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |