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Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,388 | $39,132-65.8% | $57,196-76.6% | $62,881-78.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.34% | 9.24%-9.6pp | 14.59%-14.9pp | 20.14%-20.5pp |
| Employer contribution / active EE | $1,494 | $1,874-20.3% | $2,683-44.3% | $2,281-34.5% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $29 | $2,594-98.9% | $3,141-99.1% | $4,296-99.3% |