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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 | $3,806 | $69,977-94.6% | $108,582-96.5% | $62,881-93.9% |
| Participation rate | 82.7% | 72.9%+9.8pp | 79.6%+3.1pp | 69.3%+13.4pp |
| Annual return | 0.07% | 10.73%-10.7pp | -51.70%+51.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,371 | $2,135-35.8% | $3,758-63.5% | $2,281-39.9% |
| Participant deferral / active EE | $1,714 | $3,165-45.8% | $4,311-60.2% | $3,203-46.5% |
| Admin fee / account holder | $194 | $5,076-96.2% | $7,645-97.5% | $4,296-95.5% |