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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 | $106,974-97.6% | $90,796-97.2% | $138,895-98.2% |
| Participation rate | 85.7% | 74.9%+10.8pp | 69.5%+16.2pp | 79.9%+5.8pp |
| Annual return | 8.40% | 20.10%-11.7pp | 19.29%-10.9pp | 145.39%-137.0pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $891 | $4,455-80.0% | $3,822-76.7% | $6,396-86.1% |
| Admin fee / account holder | $250 | $8,626-97.1% | $7,024-96.4% | $12,562-98.0% |