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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 | $16,394 | $175,259-90.6% | $149,723-89.1% | $139,487-88.2% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 10.41% | 166.82%-156.4pp | 134.50%-124.1pp | 373.84%-363.4pp |
| Employer contribution / active EE | $1,177 | $5,478-78.5% | $4,821-75.6% | $4,755-75.2% |
| Participant deferral / active EE | $3,901 | $6,522-40.2% | $5,682-31.4% | $6,713-41.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |