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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 | $13,883 | $67,602-79.5% | $82,312-83.1% | $70,126-80.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.67% | 21.57%-20.9pp | 25.88%-25.2pp | 73.15%-72.5pp |
| Employer contribution / active EE | $501 | $1,755-71.5% | $2,428-79.4% | $2,343-78.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $75 | $4,512-98.3% | $5,608-98.7% | $4,645-98.4% |