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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 | $16,785 | $217,427-92.3% | $185,837-91.0% | $167,518-90.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.28% | 148.39%-140.1pp | 122.08%-113.8pp | 478.71%-470.4pp |
| Employer contribution / active EE | $2,965 | $5,874-49.5% | $5,168-42.6% | $4,838-38.7% |
| Participant deferral / active EE | $7,429 | $6,357+16.9% | $5,568+33.4% | $6,342+17.1% |
| Admin fee / account holder | $193 | $19,816-99.0% | $16,241-98.8% | $12,312-98.4% |