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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 | $5,549 | $63,346-91.2% | $92,240-94.0% | $70,126-92.1% |
| Participation rate | 90.2% | 68.7%+21.5pp | 76.5%+13.7pp | 69.5%+20.6pp |
| Annual return | 9.05% | 530.19%-521.1pp | 176.29%-167.2pp | 73.15%-64.1pp |
| Employer contribution / active EE | $1,758 | $2,471-28.9% | $3,680-52.2% | $2,343-25.0% |
| Participant deferral / active EE | $1,435 | $2,854-49.7% | $3,897-63.2% | $3,332-56.9% |
| Admin fee / account holder | $69 | $3,841-98.2% | $5,194-98.7% | $4,645-98.5% |