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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 | $15,002 | $63,342-76.3% | $92,236-83.7% | $70,131-78.6% |
| Participation rate | 97.1% | 68.7%+28.5pp | 76.5%+20.7pp | 69.5%+27.6pp |
| Annual return | 5.81% | 530.15%-524.3pp | 176.29%-170.5pp | 73.14%-67.3pp |
| Employer contribution / active EE | $3,256 | $2,471+31.8% | $3,679-11.5% | $2,342+39.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $12 | $3,840-99.7% | $5,194-99.8% | $4,645-99.7% |