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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 | $14,517 | $201,372-92.8% | $184,260-92.1% | $145,884-90.0% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 8.92% | 29.04%-20.1pp | 28.84%-19.9pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,794 | $7,024-74.5% | $6,427-72.1% | $4,662-61.5% |
| Participant deferral / active EE | $4,570 | $9,808-53.4% | $9,133-50.0% | $6,690-31.7% |
| Admin fee / account holder | $155 | $16,362-99.1% | $13,898-98.9% | $13,392-98.8% |