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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 | $22,650 | $93,345-75.7% | $119,126-81.0% | $87,485-74.1% |
| Participation rate | 98.1% | 68.7%+29.3pp | 75.8%+22.3pp | 68.9%+29.1pp |
| Annual return | 4.17% | 19.08%-14.9pp | 282.11%-277.9pp | 26.06%-21.9pp |
| Employer contribution / active EE | $5,019 | $3,172+58.3% | $4,034+24.4% | $2,596+93.3% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $130 | $8,039-98.4% | $10,693-98.8% | $7,775-98.3% |