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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 | $58,275-95.1% | $81,844-96.5% | $80,935-96.5% |
| Participation rate | 83.3% | 63.5%+19.9pp | 72.4%+11.0pp | 67.7%+15.7pp |
| Annual return | 4.20% | 41.82%-37.6pp | 778.87%-774.7pp | 35.66%-31.5pp |
| Employer contribution / active EE | $428 | $2,346-81.7% | $2,916-85.3% | $2,757-84.5% |
| Participant deferral / active EE | $875 | $3,285-73.4% | $4,323-79.8% | $4,299-79.6% |
| Admin fee / account holder | $164 | $4,749-96.6% | $7,355-97.8% | $6,924-97.6% |