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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 | $1,411 | $149,040-99.1% | $120,225-98.8% | $137,256-99.0% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 2.41% | 605.68%-603.3pp | 439.23%-436.8pp | 220.34%-217.9pp |
| Employer contribution / active EE | $219 | $4,350-95.0% | $3,475-93.7% | $4,156-94.7% |
| Participant deferral / active EE | $544 | $4,655-88.3% | $3,999-86.4% | $6,407-91.5% |
| Admin fee / account holder | $199 | $6,348-96.9% | $5,696-96.5% | $12,270-98.4% |