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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 | $15,933 | $102,429-84.4% | $147,096-89.2% | $80,925-80.3% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 9.84% | 135.02%-125.2pp | 419.75%-409.9pp | 35.65%-25.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $36 | $7,957-99.5% | $13,005-99.7% | $6,940-99.5% |