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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 | $1,849 | $76,367-97.6% | $93,614-98.0% | $72,983-97.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 0.12% | 25.82%-25.7pp | 32.76%-32.6pp | 81.01%-80.9pp |
| Employer contribution / active EE | $560 | $2,275-75.4% | $2,718-79.4% | $2,440-77.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,069-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,889-100.0% | $5,124-100.0% |