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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 | $5,242 | $58,275-91.0% | $81,844-93.6% | $80,935-93.5% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 9.42% | 41.82%-32.4pp | 778.87%-769.4pp | 35.66%-26.2pp |
| Employer contribution / active EE | $727 | $2,346-69.0% | $2,916-75.1% | $2,757-73.6% |
| Participant deferral / active EE | $926 | $3,285-71.8% | $4,323-78.6% | $4,299-78.5% |
| Admin fee / account holder | $274 | $4,749-94.2% | $7,355-96.3% | $6,924-96.0% |