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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 | $14,207 | $117,904-88.0% | $102,457-86.1% | $145,978-90.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.22% | 31.80%-26.6pp | 29.41%-24.2pp | 550.52%-545.3pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,464 | $5,733-57.0% | $5,054-51.2% | $6,690-63.2% |
| Admin fee / account holder | $288 | $13,329-97.8% | $9,451-96.9% | $13,400-97.8% |