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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 | $8,884 | $84,236-89.5% | $170,435-94.8% | $70,126-87.3% |
| Participation rate | 97.1% | 70.8%+26.3pp | 83.6%+13.5pp | 69.5%+27.6pp |
| Annual return | 11.02% | 23.06%-12.0pp | 205.94%-194.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | $1,092 | $3,387-67.8% | $5,432-79.9% | $2,343-53.4% |
| Participant deferral / active EE | $917 | $3,086-70.3% | $4,939-81.4% | $3,332-72.5% |
| Admin fee / account holder | $263 | $5,698-95.4% | $13,881-98.1% | $4,645-94.3% |