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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 | $2,866 | $58,258-95.1% | $81,820-96.5% | $80,925-96.5% |
| Participation rate | 83.3% | 63.5%+19.9pp | 72.4%+10.9pp | 67.7%+15.7pp |
| Annual return | 4.20% | 41.76%-37.6pp | 777.93%-773.7pp | 35.65%-31.5pp |
| Employer contribution / active EE | $428 | $2,345-81.7% | $2,915-85.3% | $2,756-84.5% |
| Participant deferral / active EE | $875 | $3,284-73.3% | $4,323-79.7% | $4,299-79.6% |
| Admin fee / account holder | $164 | $4,976-96.7% | $7,391-97.8% | $6,940-97.6% |