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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 | $4,040 | $100,073-96.0% | $85,126-95.3% | $145,877-97.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 6.84% | 84.11%-77.3pp | 66.63%-59.8pp | 551.28%-544.4pp |
| Employer contribution / active EE | $2,510 | $3,236-22.4% | $2,731-8.1% | $4,663-46.2% |
| Participant deferral / active EE | $1,210 | $5,294-77.1% | $4,523-73.2% | $6,691-81.9% |
| Admin fee / account holder | $175 | $7,261-97.6% | $6,160-97.2% | $13,402-98.7% |