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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 | $4,808 | $88,672-94.6% | $105,223-95.4% | $82,448-94.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 12.61% | 30.86%-18.3pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,024 | $3,048-66.4% | $3,689-72.2% | $2,551-59.8% |
| Participant deferral / active EE | $2,077 | $4,036-48.5% | $5,072-59.0% | $4,139-49.8% |
| Admin fee / account holder | $207 | $7,146-97.1% | $8,859-97.7% | $7,234-97.1% |