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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 | $10,403 | $107,368-90.3% | $92,915-88.8% | $152,909-93.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 10.22% | 145.64%-135.4pp | 109.45%-99.2pp | 345.46%-335.2pp |
| Employer contribution / active EE | $6,506 | $4,222+54.1% | $3,653+78.1% | $4,764+36.6% |
| Participant deferral / active EE | $1,627 | $4,848-66.4% | $4,238-61.6% | $5,851-72.2% |
| Admin fee / account holder | $83 | $7,082-98.8% | $5,796-98.6% | $11,601-99.3% |