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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 | $4,950 | $111,814-95.6% | $103,374-95.2% | $145,959-96.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 7.41% | 24.77%-17.4pp | 24.89%-17.5pp | 561.95%-554.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,128 | $5,618-8.7% | $5,058+1.4% | $6,689-23.3% |
| Admin fee / account holder | $18 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |