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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 | $10,230 | $74,535-86.3% | $100,712-89.8% | $82,637-87.6% |
| Participation rate | 92.6% | 61.2%+31.4pp | 69.3%+23.3pp | 68.1%+24.5pp |
| Annual return | 5.41% | 18.92%-13.5pp | 33.27%-27.9pp | 53.51%-48.1pp |
| Employer contribution / active EE | $741 | $1,503-50.7% | $2,313-68.0% | $2,552-71.0% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,576-100.0% | $9,256-100.0% | $7,339-100.0% |