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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 | $6,656 | $99,345-93.3% | $84,753-92.1% | $273,972-97.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 1.35% | 22.93%-21.6pp | 22.78%-21.4pp | 41.46%-40.1pp |
| Employer contribution / active EE | $941 | $4,214-77.7% | $3,574-73.7% | $4,869-80.7% |
| Participant deferral / active EE | $1,581 | $4,270-63.0% | $3,712-57.4% | $5,287-70.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |