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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 | $18,819 | $165,399-88.6% | $149,745-87.4% | $158,982-88.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 5.44% | 348.34%-342.9pp | 276.72%-271.3pp | 302.99%-297.6pp |
| Employer contribution / active EE | $11,935 | $5,105+133.8% | $4,646+156.9% | $4,763+150.6% |
| Participant deferral / active EE | $5,306 | $7,183-26.1% | $6,843-22.5% | $5,983-11.3% |
| Admin fee / account holder | $39 | $10,811-99.6% | $9,312-99.6% | $11,252-99.7% |