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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 | $18,265 | $215,361-91.5% | $171,082-89.3% | $273,972-93.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 1.21% | 25.14%-23.9pp | 32.56%-31.3pp | 41.46%-40.2pp |
| Employer contribution / active EE | $1,636 | $4,967-67.1% | $4,002-59.1% | $4,869-66.4% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |