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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 | $157,270-94.2% | $141,173-93.5% | $152,870-94.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 5.40% | 64.33%-58.9pp | 71.40%-66.0pp | 345.34%-339.9pp |
| Employer contribution / active EE | $1,420 | $5,261-73.0% | $4,735-70.0% | $4,763-70.2% |
| Participant deferral / active EE | $2,964 | $7,110-58.3% | $6,710-55.8% | $5,850-49.3% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |