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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 | $81,358-95.3% | $155,556-97.5% | $80,959-95.2% |
| Participation rate | 91.1% | 66.3%+24.8pp | 78.2%+12.9pp | 67.7%+23.4pp |
| Annual return | 10.37% | 33.39%-23.0pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $926 | $3,106-70.2% | $4,675-80.2% | $2,757-66.4% |
| Participant deferral / active EE | $969 | $3,455-71.9% | $5,631-82.8% | $4,300-77.5% |
| Admin fee / account holder | $264 | $7,994-96.7% | $15,885-98.3% | $6,925-96.2% |