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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 | $8,821 | $117,895-92.5% | $102,460-91.4% | $145,897-94.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.62% | 31.92%-26.3pp | 29.47%-23.8pp | 552.29%-546.7pp |
| Employer contribution / active EE | $3,286 | $3,619-9.2% | $3,025+8.6% | $4,663-29.5% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $253 | $13,353-98.1% | $9,460-97.3% | $13,390-98.1% |