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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 | $951 | $57,061-98.3% | $85,063-98.9% | $80,911-98.8% |
| Participation rate | 86.5% | 56.3%+30.1pp | 67.5%+19.0pp | 67.6%+18.8pp |
| Annual return | 10.16% | 21.66%-11.5pp | 66.54%-56.4pp | 35.63%-25.5pp |
| Employer contribution / active EE | $317 | $1,799-82.3% | $2,727-88.4% | $2,756-88.5% |
| Participant deferral / active EE | $824 | $3,110-73.5% | $4,523-81.8% | $4,297-80.8% |
| Admin fee / account holder | $176 | $4,986-96.5% | $6,155-97.1% | $6,935-97.5% |