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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 | $88,833 | $124,814-28.8% | $124,814-28.8% | $330,599-73.1% |
| Participation rate | 100.0% | 44.4%+55.6pp | 22.2%+77.8pp | 43.7%+56.3pp |
| Annual return | 0.23% | 8.40%-8.2pp | 10.53%-10.3pp | 13.05%-12.8pp |
| Employer contribution / active EE | $0 | $31,408-100.0% | $26,797-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,365-100.0% |