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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 | $27,022 | $181,896-85.1% | $156,551-82.7% | $273,972-90.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.87% | 30.74%-27.9pp | 32.23%-29.4pp | 41.46%-38.6pp |
| Employer contribution / active EE | $1,425 | $6,248-77.2% | $5,501-74.1% | $4,869-70.7% |
| Participant deferral / active EE | $2,499 | $5,550-55.0% | $4,871-48.7% | $5,287-52.7% |
| Admin fee / account holder | $103 | $15,560-99.3% | $13,028-99.2% | $10,133-99.0% |