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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 | $9,183 | $157,304-94.2% | $141,197-93.5% | $152,909-94.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 5.40% | 64.34%-58.9pp | 71.41%-66.0pp | 345.46%-340.1pp |
| Employer contribution / active EE | $1,420 | $5,263-73.0% | $4,736-70.0% | $4,764-70.2% |
| Participant deferral / active EE | $2,964 | $7,111-58.3% | $6,710-55.8% | $5,851-49.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |