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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 | $9,562 | $65,367-85.4% | $92,915-89.7% | $72,976-86.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 14.70% | 42.11%-27.4pp | 109.45%-94.8pp | 81.02%-66.3pp |
| Employer contribution / active EE | $2,984 | $2,594+15.0% | $3,653-18.3% | $2,440+22.3% |
| Participant deferral / active EE | $1,688 | $3,128-46.0% | $4,238-60.2% | $3,608-53.2% |
| Admin fee / account holder | $81 | $4,251-98.1% | $5,796-98.6% | $5,124-98.4% |