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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 | $2,318 | $34,316-93.2% | $74,723-96.9% | $72,976-96.8% |
| Participation rate | 94.1% | 42.4%+51.7pp | 54.5%+39.7pp | 69.5%+24.6pp |
| Annual return | 16.66% | 26.58%-9.9pp | 753.18%-736.5pp | 81.02%-64.4pp |
| Employer contribution / active EE | $459 | $692-33.6% | $1,084-57.7% | $2,440-81.2% |
| Participant deferral / active EE | $923 | $1,272-27.4% | $1,962-53.0% | $3,608-74.4% |
| Admin fee / account holder | $155 | $2,125-92.7% | $3,335-95.4% | $5,124-97.0% |