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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 | $16,917 | $157,276-89.2% | $141,177-88.0% | $152,885-88.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.70% | 64.33%-54.6pp | 71.40%-61.7pp | 345.39%-335.7pp |
| Employer contribution / active EE | $2,881 | $5,262-45.2% | $4,736-39.2% | $4,763-39.5% |
| Participant deferral / active EE | $4,797 | $7,110-32.5% | $6,710-28.5% | $5,851-18.0% |
| Admin fee / account holder | $32 | $12,123-99.7% | $10,263-99.7% | $11,598-99.7% |