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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 | $15,550 | $160,028-90.3% | $147,080-89.4% | $145,884-89.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.52% | 98.60%-90.1pp | 420.17%-411.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $3,043 | $5,286-42.4% | $4,933-38.3% | $4,662-34.7% |
| Participant deferral / active EE | $3,210 | $8,422-61.9% | $8,066-60.2% | $6,690-52.0% |
| Admin fee / account holder | $39 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |