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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 | $21,801 | $202,342-89.2% | $172,753-87.4% | $152,909-85.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 6.36% | 1029.88%-1023.5pp | 803.00%-796.6pp | 345.46%-339.1pp |
| Employer contribution / active EE | $6,605 | $5,857+12.8% | $5,144+28.4% | $4,764+38.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $48 | $17,112-99.7% | $13,956-99.7% | $11,601-99.6% |