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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 | $19,934 | $54,541-63.5% | $78,778-74.7% | $70,126-71.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 11.56% | 21.07%-9.5pp | 35.62%-24.1pp | 73.15%-61.6pp |
| Employer contribution / active EE | $4,247 | $1,089+290.2% | $1,986+113.9% | $2,343+81.3% |
| Participant deferral / active EE | $1,951 | $2,210-11.7% | $2,958-34.0% | $3,332-41.4% |
| Admin fee / account holder | $92 | $3,709-97.5% | $5,134-98.2% | $4,645-98.0% |