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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 | $202,342-93.5% | $172,753-92.4% | $152,909-91.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 9.37% | 1029.88%-1020.5pp | 803.00%-793.6pp | 345.46%-336.1pp |
| Employer contribution / active EE | $2,408 | $5,857-58.9% | $5,144-53.2% | $4,764-49.5% |
| Participant deferral / active EE | $4,222 | $5,948-29.0% | $5,198-18.8% | $5,851-27.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |