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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 | $3,045 | $76,407-96.0% | $150,298-98.0% | $82,448-96.3% |
| Participation rate | 95.6% | 66.4%+29.2pp | 77.8%+17.8pp | 68.1%+27.5pp |
| Annual return | 10.02% | 39.99%-30.0pp | 62.79%-52.8pp | 41.64%-31.6pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $870 | $3,214-72.9% | $5,453-84.0% | $4,139-79.0% |
| Admin fee / account holder | $85 | $6,352-98.7% | $14,116-99.4% | $7,234-98.8% |