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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 | $2,720 | $114,119-97.6% | $107,187-97.5% | $138,895-98.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 9.64% | 273.21%-263.6pp | 204.55%-194.9pp | 145.39%-135.8pp |
| Employer contribution / active EE | $1,872 | $4,059-53.9% | $3,782-50.5% | $4,194-55.4% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $238 | $10,024-97.6% | $9,162-97.4% | $12,562-98.1% |