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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 | $13,286 | $41,377-67.9% | $109,313-87.8% | $62,881-78.9% |
| Participation rate | 72.0% | 57.5%+14.5pp | 71.3%+0.7pp | 69.3%+2.7pp |
| Annual return | 4.75% | 11.05%-6.3pp | 22.07%-17.3pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,910 | $1,276+49.7% | $3,892-50.9% | $2,281-16.3% |
| Participant deferral / active EE | $1,880 | $2,045-8.1% | $3,166-40.6% | $3,203-41.3% |
| Admin fee / account holder | $113 | $2,884-96.1% | $5,666-98.0% | $4,296-97.4% |