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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 | $14,552 | $54,541-73.3% | $78,778-81.5% | $70,126-79.2% |
| Participation rate | 96.3% | 60.8%+35.5pp | 69.2%+27.1pp | 69.5%+26.8pp |
| Annual return | 10.10% | 21.07%-11.0pp | 35.62%-25.5pp | 73.15%-63.1pp |
| Employer contribution / active EE | $1,572 | $1,089+44.4% | $1,986-20.8% | $2,343-32.9% |
| Participant deferral / active EE | $1,438 | $2,210-34.9% | $2,958-51.4% | $3,332-56.8% |
| Admin fee / account holder | $74 | $3,709-98.0% | $5,134-98.6% | $4,645-98.4% |