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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 | $37,110 | $186,219-80.1% | $201,582-81.6% | $286,788-87.1% |
| Participation rate | 76.9% | 37.2%+39.7pp | 23.6%+53.3pp | 37.6%+39.3pp |
| Annual return | 0.52% | 8.34%-7.8pp | 11.08%-10.6pp | 9.30%-8.8pp |
| Employer contribution / active EE | $22,037 | $35,279-37.5% | $28,418-22.5% | $43,748-49.6% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $7,234-100.0% | $6,559-100.0% | $12,596-100.0% |