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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 | $19,643 | $60,349-67.5% | $74,184-73.5% | $62,881-68.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.25% | 21.38%-17.1pp | 17.74%-13.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,023 | $1,680-39.1% | $2,370-56.8% | $2,281-55.2% |
| Participant deferral / active EE | $3,240 | $2,856+13.4% | $3,550-8.7% | $3,203+1.1% |
| Admin fee / account holder | $116 | $4,261-97.3% | $5,586-97.9% | $4,296-97.3% |