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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 | $5,051 | $103,008-95.1% | $90,304-94.4% | $152,897-96.7% |
| Participation rate | 89.5% | 75.9%+13.6pp | 73.3%+16.2pp | 82.5%+7.0pp |
| Annual return | 7.76% | 95.22%-87.5pp | 78.13%-70.4pp | 345.43%-337.7pp |
| Employer contribution / active EE | $804 | $3,139-74.4% | $2,855-71.9% | $4,764-83.1% |
| Participant deferral / active EE | $1,823 | $4,281-57.4% | $3,885-53.1% | $5,851-68.8% |
| Admin fee / account holder | $154 | $6,175-97.5% | $5,354-97.1% | $11,599-98.7% |