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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 | $10,963 | $53,128-79.4% | $86,582-87.3% | $70,126-84.4% |
| Participation rate | 86.7% | 65.3%+21.4pp | 73.5%+13.1pp | 69.5%+17.1pp |
| Annual return | 12.14% | 27.66%-15.5pp | 965.08%-952.9pp | 73.15%-61.0pp |
| Employer contribution / active EE | $266 | $2,068-87.2% | $2,839-90.6% | $2,343-88.7% |
| Participant deferral / active EE | $1,379 | $2,695-48.8% | $3,609-61.8% | $3,332-58.6% |
| Admin fee / account holder | $12 | $3,584-99.7% | $4,904-99.8% | $4,645-99.8% |