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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 | $27,735 | $202,345-86.3% | $172,755-83.9% | $152,885-81.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.17% | 1029.77%-1022.6pp | 802.94%-795.8pp | 345.39%-338.2pp |
| Employer contribution / active EE | $1,723 | $5,858-70.6% | $5,144-66.5% | $4,763-63.8% |
| Participant deferral / active EE | $6,073 | $5,948+2.1% | $5,198+16.8% | $5,851+3.8% |
| Admin fee / account holder | $124 | $17,111-99.3% | $13,955-99.1% | $11,598-98.9% |