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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 | $7,637 | $84,236-90.9% | $170,435-95.5% | $70,126-89.1% |
| Participation rate | 91.2% | 70.8%+20.3pp | 83.6%+7.6pp | 69.5%+21.6pp |
| Annual return | 11.75% | 23.06%-11.3pp | 205.94%-194.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $882 | $3,387-74.0% | $5,432-83.8% | $2,343-62.3% |
| Participant deferral / active EE | $1,053 | $3,086-65.9% | $4,939-78.7% | $3,332-68.4% |
| Admin fee / account holder | $294 | $5,698-94.8% | $13,881-97.9% | $4,645-93.7% |