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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 | $1,221 | $57,057-97.9% | $85,009-98.6% | $80,874-98.5% |
| Participation rate | 93.9% | 56.4%+37.5pp | 67.5%+26.4pp | 67.6%+26.2pp |
| Annual return | -0.52% | 21.66%-22.2pp | 66.47%-67.0pp | 35.62%-36.1pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,138 | $3,112-63.4% | $4,522-74.8% | $4,297-73.5% |
| Admin fee / account holder | $247 | $4,986-95.0% | $6,153-96.0% | $6,935-96.4% |