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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 | $6,966 | $129,737-94.6% | $119,126-94.2% | $154,746-95.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.62% | 379.08%-370.5pp | 282.11%-273.5pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,637 | $4,375-62.6% | $4,034-59.4% | $4,379-62.6% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11 | $11,961-99.9% | $10,693-99.9% | $14,365-99.9% |