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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 | $12,882 | $103,392-87.5% | $87,104-85.2% | $152,897-91.6% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 6.77% | 28.10%-21.3pp | 28.19%-21.4pp | 345.43%-338.7pp |
| Employer contribution / active EE | $1,163 | $3,221-63.9% | $2,521-53.9% | $4,764-75.6% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $66 | $12,194-99.5% | $7,491-99.1% | $11,599-99.4% |