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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 | $14,952 | $141,001-89.4% | $112,228-86.7% | $139,487-89.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.90% | 32.75%-24.9pp | 30.23%-22.3pp | 373.84%-365.9pp |
| Employer contribution / active EE | $6,244 | $4,285+45.7% | $3,432+82.0% | $4,755+31.3% |
| Participant deferral / active EE | $3,325 | $5,877-43.4% | $4,800-30.7% | $6,713-50.5% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |