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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 | $9,551 | $110,379-91.3% | $102,412-90.7% | $145,884-93.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.55% | 24.84%-16.3pp | 24.94%-16.4pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,449 | $4,216-65.6% | $3,870-62.6% | $4,662-68.9% |
| Participant deferral / active EE | $1,737 | $5,622-69.1% | $5,060-65.7% | $6,690-74.0% |
| Admin fee / account holder | $203 | $9,745-97.9% | $8,388-97.6% | $13,392-98.5% |