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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 | $2,569 | $102,245-97.5% | $89,340-97.1% | $137,256-98.1% |
| Participation rate | 85.7% | 74.9%+10.8pp | 69.6%+16.1pp | 80.0%+5.8pp |
| Annual return | 8.40% | 21.89%-13.5pp | 20.57%-12.2pp | 220.34%-211.9pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $891 | $4,436-79.9% | $3,823-76.7% | $6,407-86.1% |
| Admin fee / account holder | $250 | $8,085-96.9% | $6,704-96.3% | $12,270-98.0% |