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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 | $13,080 | $202,345-93.5% | $172,755-92.4% | $152,885-91.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.37% | 1029.77%-1020.4pp | 802.94%-793.6pp | 345.39%-336.0pp |
| Employer contribution / active EE | $2,408 | $5,858-58.9% | $5,144-53.2% | $4,763-49.4% |
| Participant deferral / active EE | $4,222 | $5,948-29.0% | $5,198-18.8% | $5,851-27.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |