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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 | $3,858 | $81,233-95.3% | $155,567-97.5% | $80,874-95.2% |
| Participation rate | 91.1% | 66.2%+24.9pp | 78.2%+12.9pp | 67.6%+23.5pp |
| Annual return | 10.37% | 33.33%-23.0pp | 64.74%-54.4pp | 35.62%-25.2pp |
| Employer contribution / active EE | $926 | $3,101-70.1% | $4,674-80.2% | $2,756-66.4% |
| Participant deferral / active EE | $969 | $3,452-71.9% | $5,628-82.8% | $4,297-77.4% |
| Admin fee / account holder | $264 | $7,998-96.7% | $15,916-98.3% | $6,935-96.2% |