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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 | $6,265 | $165,939-96.2% | $122,354-94.9% | $147,586-95.8% |
| Participation rate | 90.0% | 79.6%+10.4pp | 71.6%+18.4pp | 82.8%+7.2pp |
| Annual return | 6.43% | 34.56%-28.1pp | 30.28%-23.8pp | 578.59%-572.2pp |
| Employer contribution / active EE | $1,385 | $5,754-75.9% | $4,051-65.8% | $4,876-71.6% |
| Participant deferral / active EE | $340 | $4,005-91.5% | $3,287-89.7% | $5,439-93.8% |
| Admin fee / account holder | $1 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |