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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 | $23,821 | $81,208-70.7% | $98,920-75.9% | $79,852-70.2% |
| Participation rate | 95.0% | 72.5%+22.5pp | 76.0%+19.0pp | 69.6%+25.4pp |
| Annual return | 4.41% | 60.99%-56.6pp | 196.47%-192.1pp | 31.72%-27.3pp |
| Employer contribution / active EE | $1,075 | $1,960-45.1% | $2,689-60.0% | $2,471-56.5% |
| Participant deferral / active EE | $2,531 | $3,265-22.5% | $4,245-40.4% | $3,740-32.3% |
| Admin fee / account holder | $100 | $6,013-98.3% | $6,643-98.5% | $5,306-98.1% |