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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 | $8,516 | $65,395-87.0% | $182,558-95.3% | $72,976-88.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 2.81% | 27.68%-24.9pp | 148.59%-145.8pp | 81.02%-78.2pp |
| Employer contribution / active EE | $571 | $1,911-70.1% | $4,076-86.0% | $2,440-76.6% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,526-100.0% | $3,608-100.0% |
| Admin fee / account holder | $31 | $4,245-99.3% | $8,594-99.6% | $5,124-99.4% |