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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 | $5,598 | $67,894-91.8% | $89,340-93.7% | $82,448-93.2% |
| Participation rate | 89.3% | 64.0%+25.2pp | 69.6%+19.7pp | 68.1%+21.2pp |
| Annual return | 10.36% | 19.21%-8.8pp | 20.57%-10.2pp | 41.64%-31.3pp |
| Employer contribution / active EE | $701 | $1,828-61.6% | $2,231-68.6% | $2,551-72.5% |
| Participant deferral / active EE | $1,230 | $3,072-60.0% | $3,823-67.8% | $4,139-70.3% |
| Admin fee / account holder | $114 | $5,723-98.0% | $6,704-98.3% | $7,234-98.4% |