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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 | $13,971 | $65,364-78.6% | $92,909-85.0% | $72,975-80.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 2.74% | 42.11%-39.4pp | 109.44%-106.7pp | 81.01%-78.3pp |
| Employer contribution / active EE | $1,889 | $2,594-27.2% | $3,653-48.3% | $2,440-22.6% |
| Participant deferral / active EE | $2,493 | $3,128-20.3% | $4,238-41.2% | $3,608-30.9% |
| Admin fee / account holder | $107 | $4,251-97.5% | $5,795-98.1% | $5,124-97.9% |