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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 | $9,423 | $79,449-88.1% | $189,575-95.0% | $85,847-89.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 2.80% | 18.45%-15.6pp | 64.19%-61.4pp | 318.61%-315.8pp |
| Employer contribution / active EE | $541 | $2,081-74.0% | $4,412-87.7% | $2,565-78.9% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $97 | $5,377-98.2% | $9,806-99.0% | $6,261-98.4% |