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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 | $21,224 | $217,432-90.2% | $185,851-88.6% | $167,553-87.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.10% | 148.43%-141.3pp | 122.11%-115.0pp | 478.89%-471.8pp |
| Employer contribution / active EE | $3,781 | $5,874-35.6% | $5,168-26.8% | $4,840-21.9% |
| Participant deferral / active EE | $10,395 | $6,357+63.5% | $5,569+86.7% | $6,343+63.9% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |