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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 | $22,770 | $80,763-71.8% | $102,412-77.8% | $74,459-69.4% |
| Participation rate | 71.6% | 65.7%+5.9pp | 74.5%-2.9pp | 67.2%+4.4pp |
| Annual return | 5.75% | 27.57%-21.8pp | 24.94%-19.2pp | 1369.70%-1364.0pp |
| Employer contribution / active EE | $9,040 | $3,160+186.1% | $3,870+133.6% | $2,626+244.3% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |