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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 | $7,882 | $48,078-83.6% | $78,676-90.0% | $62,881-87.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.29% | 31.36%-31.1pp | 62.19%-61.9pp | 20.14%-19.8pp |
| Employer contribution / active EE | $269 | $2,015-86.6% | $2,850-90.5% | $2,281-88.2% |
| Participant deferral / active EE | $1,092 | $2,587-57.8% | $3,517-68.9% | $3,203-65.9% |
| Admin fee / account holder | $12 | $3,206-99.6% | $4,510-99.7% | $4,296-99.7% |