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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 | $21,214 | $91,559-76.8% | $133,978-84.2% | $79,856-73.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 7.79% | 61.85%-54.1pp | 45.10%-37.3pp | 31.71%-23.9pp |
| Employer contribution / active EE | $5,105 | $2,384+114.2% | $3,919+30.3% | $2,471+106.6% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $275 | $6,321-95.6% | $8,930-96.9% | $5,306-94.8% |