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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 | $14,484 | $54,541-73.4% | $78,778-81.6% | $70,126-79.3% |
| Participation rate | 78.1% | 60.8%+17.3pp | 69.2%+8.9pp | 69.5%+8.6pp |
| Annual return | 10.37% | 21.07%-10.7pp | 35.62%-25.2pp | 73.15%-62.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $160 | $3,709-95.7% | $5,134-96.9% | $4,645-96.5% |