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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 | $16,151 | $56,894-71.6% | $84,753-80.9% | $62,881-74.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 2.25% | 6.30%-4.0pp | 22.78%-20.5pp | 20.14%-17.9pp |
| Employer contribution / active EE | $2,494 | $2,400+3.9% | $3,574-30.2% | $2,281+9.4% |
| Participant deferral / active EE | $2,209 | $2,709-18.5% | $3,712-40.5% | $3,203-31.0% |
| Admin fee / account holder | $50 | $3,581-98.6% | $5,333-99.1% | $4,296-98.8% |