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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 | $89,259-74.6% | $107,187-78.9% | $82,637-72.6% |
| Participation rate | 98.1% | 67.9%+30.1pp | 75.0%+23.1pp | 68.1%+30.0pp |
| Annual return | 4.17% | 21.02%-16.9pp | 204.55%-200.4pp | 53.51%-49.3pp |
| Employer contribution / active EE | $5,019 | $3,080+63.0% | $3,782+32.7% | $2,552+96.7% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $130 | $7,381-98.2% | $9,162-98.6% | $7,339-98.2% |