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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 | $8,688 | $81,276-89.3% | $155,574-94.4% | $80,925-89.3% |
| Participation rate | 76.2% | 66.2%+9.9pp | 78.2%-2.0pp | 67.7%+8.5pp |
| Annual return | 10.43% | 33.36%-22.9pp | 64.87%-54.4pp | 35.65%-25.2pp |
| Employer contribution / active EE | $568 | $3,103-81.7% | $4,676-87.9% | $2,756-79.4% |
| Participant deferral / active EE | $1,704 | $3,453-50.7% | $5,629-69.7% | $4,299-60.4% |
| Admin fee / account holder | $122 | $7,993-98.5% | $15,914-99.2% | $6,940-98.2% |