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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 | $12,414 | $84,236-85.3% | $170,439-92.7% | $70,124-82.3% |
| Participation rate | 72.0% | 70.8%+1.2pp | 83.6%-11.6pp | 69.5%+2.5pp |
| Annual return | 5.88% | 23.06%-17.2pp | 205.94%-200.1pp | 73.14%-67.3pp |
| Employer contribution / active EE | $1,249 | $3,387-63.1% | $5,433-77.0% | $2,342-46.7% |
| Participant deferral / active EE | $1,072 | $3,086-65.3% | $4,939-78.3% | $3,332-67.8% |
| Admin fee / account holder | $256 | $5,698-95.5% | $13,881-98.2% | $4,645-94.5% |