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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 | $9,673 | $65,582-85.3% | $64,101-84.9% | $71,511-86.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 2.53% | 18.96%-16.4pp | 33.72%-31.2pp | 28.86%-26.3pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $2,749-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,235 | $3,628-65.9% | $3,881-68.2% | $4,291-71.2% |
| Admin fee / account holder | $18 | $616-97.0% | $3,070-99.4% | $1,588-98.9% |