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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 | $1,257 | $29,736-95.8% | $56,033-97.8% | $80,935-98.4% |
| Participation rate | 92.0% | 41.7%+50.3pp | 52.5%+39.5pp | 67.7%+24.3pp |
| Annual return | 8.69% | 35.28%-26.6pp | 1711.38%-1702.7pp | 35.66%-27.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $515 | $1,228-58.0% | $1,954-73.6% | $4,299-88.0% |
| Admin fee / account holder | $25 | $2,434-99.0% | $2,827-99.1% | $6,924-99.6% |