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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 | $13,906 | $56,894-75.6% | $84,753-83.6% | $62,881-77.9% |
| Participation rate | 96.7% | 68.5%+28.1pp | 76.6%+20.1pp | 69.3%+27.4pp |
| Annual return | 4.21% | 6.30%-2.1pp | 22.78%-18.6pp | 20.14%-15.9pp |
| Employer contribution / active EE | $7,090 | $2,400+195.4% | $3,574+98.3% | $2,281+210.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8 | $3,581-99.8% | $5,333-99.8% | $4,296-99.8% |