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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 | $1,430 | $52,279-97.3% | $89,435-98.4% | $79,856-98.2% |
| Participation rate | 84.6% | 57.5%+27.1pp | 68.0%+16.6pp | 69.6%+15.0pp |
| Annual return | 9.47% | 22.16%-12.7pp | 245.55%-236.1pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $928 | $2,740-66.1% | $3,890-76.2% | $3,741-75.2% |
| Admin fee / account holder | $227 | $3,356-93.2% | $4,884-95.4% | $5,306-95.7% |