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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 | $5,039 | $96,361-94.8% | $80,607-93.7% | $139,456-96.4% |
| Participation rate | 91.3% | 73.6%+17.7pp | 67.0%+24.3pp | 80.3%+11.0pp |
| Annual return | 1.11% | 1350.95%-1349.8pp | 936.11%-935.0pp | 373.45%-372.3pp |
| Employer contribution / active EE | $808 | $3,262-75.2% | $2,724-70.3% | $4,753-83.0% |
| Participant deferral / active EE | $1,512 | $5,232-71.1% | $4,448-66.0% | $6,711-77.5% |
| Admin fee / account holder | $182 | $6,601-97.2% | $5,379-96.6% | $11,407-98.4% |