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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 | $23,740 | $150,446-84.2% | $136,297-82.6% | $147,585-83.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 5.56% | 1049.14%-1043.6pp | 5156.19%-5150.6pp | 578.58%-573.0pp |
| Employer contribution / active EE | $11,009 | $5,256+109.4% | $4,696+134.5% | $4,876+125.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $41 | $10,906-99.6% | $9,244-99.6% | $10,886-99.6% |