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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 | $19,439 | $209,336-90.7% | $197,124-90.1% | $137,256-85.8% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.7%+7.0pp | 80.0%+13.8pp |
| Annual return | 7.31% | 48.09%-40.8pp | 44.34%-37.0pp | 220.34%-213.0pp |
| Employer contribution / active EE | $5,788 | $6,591-12.2% | $6,227-7.1% | $4,156+39.3% |
| Participant deferral / active EE | $6,639 | $9,614-30.9% | $9,135-27.3% | $6,407+3.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |