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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 | $9,946 | $56,894-82.5% | $84,753-88.3% | $62,881-84.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.01% | 6.30%-5.3pp | 22.78%-21.8pp | 20.14%-19.1pp |
| Employer contribution / active EE | $3,154 | $2,400+31.4% | $3,574-11.8% | $2,281+38.3% |
| Participant deferral / active EE | $1,236 | $2,709-54.4% | $3,712-66.7% | $3,203-61.4% |
| Admin fee / account holder | $101 | $3,581-97.2% | $5,333-98.1% | $4,296-97.6% |