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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 | $11,879 | $77,460-84.7% | $100,378-88.2% | $80,925-85.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 12.19% | 37.24%-25.0pp | 49.41%-37.2pp | 35.65%-23.5pp |
| Employer contribution / active EE | $633 | $2,801-77.4% | $3,942-83.9% | $2,756-77.0% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,087-100.0% | $4,299-100.0% |
| Admin fee / account holder | $280 | $5,887-95.2% | $7,899-96.5% | $6,940-96.0% |