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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 | $4,836 | $110,410-95.6% | $102,437-95.3% | $145,897-96.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.21% | 24.85%-20.6pp | 24.95%-20.7pp | 552.29%-548.1pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,082 | $5,622-63.0% | $5,060-58.9% | $6,689-68.9% |
| Admin fee / account holder | $265 | $9,745-97.3% | $8,388-96.8% | $13,390-98.0% |