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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 | $16,923 | $181,896-90.7% | $156,551-89.2% | $273,972-93.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.58% | 30.74%-28.2pp | 32.23%-29.7pp | 41.46%-38.9pp |
| Employer contribution / active EE | $3,797 | $6,248-39.2% | $5,501-31.0% | $4,869-22.0% |
| Participant deferral / active EE | $2,336 | $5,550-57.9% | $4,871-52.0% | $5,287-55.8% |
| Admin fee / account holder | $136 | $15,560-99.1% | $13,028-99.0% | $10,133-98.7% |