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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 | $4,308 | $110,379-96.1% | $102,412-95.8% | $145,884-97.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.00% | 24.84%-17.8pp | 24.94%-17.9pp | 551.85%-544.8pp |
| Employer contribution / active EE | $1,236 | $4,216-70.7% | $3,870-68.1% | $4,662-73.5% |
| Participant deferral / active EE | $1,708 | $5,622-69.6% | $5,060-66.2% | $6,690-74.5% |
| Admin fee / account holder | $249 | $9,745-97.4% | $8,388-97.0% | $13,392-98.1% |