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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 | $2,301 | $81,504-97.2% | $102,437-97.8% | $80,959-97.2% |
| Participation rate | 96.4% | 66.9%+29.6pp | 74.5%+21.9pp | 67.7%+28.8pp |
| Annual return | 7.53% | 25.60%-18.1pp | 24.95%-17.4pp | 35.67%-28.1pp |
| Employer contribution / active EE | $1,069 | $3,104-65.6% | $3,871-72.4% | $2,757-61.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13 | $6,719-99.8% | $8,388-99.8% | $6,925-99.8% |