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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 | $2,927 | $48,327-93.9% | $67,575-95.7% | $80,935-96.4% |
| Participation rate | 97.8% | 66.4%+31.4pp | 72.9%+24.9pp | 67.7%+30.1pp |
| Annual return | 3.57% | 18.31%-14.7pp | 3528.98%-3525.4pp | 35.66%-32.1pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,080 | $2,927-28.9% | $4,003-48.0% | $4,299-51.6% |
| Admin fee / account holder | $259 | $3,692-93.0% | $3,993-93.5% | $6,924-96.3% |