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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 | $13,648 | $165,361-91.7% | $149,715-90.9% | $158,950-91.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 2.17% | 348.24%-346.1pp | 276.66%-274.5pp | 302.91%-300.7pp |
| Employer contribution / active EE | $1,608 | $5,103-68.5% | $4,645-65.4% | $4,762-66.2% |
| Participant deferral / active EE | $2,449 | $7,182-65.9% | $6,842-64.2% | $5,983-59.1% |
| Admin fee / account holder | $61 | $10,808-99.4% | $9,310-99.3% | $11,248-99.5% |