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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 | $15,161 | $81,504-81.4% | $102,437-85.2% | $80,959-81.3% |
| Participation rate | 92.0% | 66.9%+25.1pp | 74.5%+17.5pp | 67.7%+24.3pp |
| Annual return | 7.97% | 25.60%-17.6pp | 24.95%-17.0pp | 35.67%-27.7pp |
| Employer contribution / active EE | $2,732 | $3,104-12.0% | $3,871-29.4% | $2,757-0.9% |
| Participant deferral / active EE | $1,829 | $3,871-52.7% | $5,060-63.8% | $4,300-57.5% |
| Admin fee / account holder | $270 | $6,719-96.0% | $8,388-96.8% | $6,925-96.1% |