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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 | $11,909 | $99,345-88.0% | $84,753-85.9% | $273,972-95.7% |
| Participation rate | 87.5% | 80.7%+6.8pp | 76.6%+10.9pp | 83.0%+4.5pp |
| Annual return | 0.40% | 22.93%-22.5pp | 22.78%-22.4pp | 41.46%-41.1pp |
| Employer contribution / active EE | $1,422 | $4,214-66.3% | $3,574-60.2% | $4,869-70.8% |
| Participant deferral / active EE | $3,005 | $4,270-29.6% | $3,712-19.0% | $5,287-43.2% |
| Admin fee / account holder | $240 | $6,645-96.4% | $5,333-95.5% | $10,133-97.6% |