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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 | $786 | $29,667-97.3% | $56,441-98.6% | $80,874-99.0% |
| Participation rate | 98.5% | 41.7%+56.8pp | 52.5%+46.0pp | 67.6%+30.8pp |
| Annual return | 9.21% | 35.22%-26.0pp | 1704.21%-1695.0pp | 35.62%-26.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $285 | $1,227-76.7% | $1,953-85.4% | $4,297-93.4% |
| Admin fee / account holder | $182 | $2,429-92.5% | $2,829-93.6% | $6,935-97.4% |