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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 | $18,876 | $171,492-89.0% | $150,734-87.5% | $198,609-90.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 2.69% | 804.70%-802.0pp | 600.81%-598.1pp | 202.70%-200.0pp |
| Employer contribution / active EE | $2,037 | $5,470-62.8% | $4,918-58.6% | $5,055-59.7% |
| Participant deferral / active EE | $3,996 | $6,259-36.2% | $5,610-28.8% | $6,977-42.7% |
| Admin fee / account holder | $203 | $17,628-98.8% | $14,905-98.6% | $19,030-98.9% |