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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 | $3,003 | $112,189-97.3% | - | $145,877-97.9% |
| Participation rate | 75.0% | 68.6%+6.4pp | - | 80.3%-5.3pp |
| Annual return | 1.50% | 21.29%-19.8pp | - | 551.28%-549.8pp |
| Employer contribution / active EE | $1,046 | $5,748-81.8% | - | $4,663-77.6% |
| Participant deferral / active EE | $1,746 | $5,634-69.0% | - | $6,691-73.9% |
| Admin fee / account holder | $197 | $6,256-96.9% | - | $13,402-98.5% |