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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 | $20,721 | $166,131-87.5% | $164,975-87.4% | $145,877-85.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.22% | 100.37%-94.1pp | 70.12%-63.9pp | 551.28%-545.1pp |
| Employer contribution / active EE | $8,467 | $5,276+60.5% | $4,343+95.0% | $4,663+81.6% |
| Participant deferral / active EE | $4,287 | $6,962-38.4% | $6,033-28.9% | $6,691-35.9% |
| Admin fee / account holder | $2 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |