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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 | $4,954 | $60,795-91.9% | $69,483-92.9% | $65,186-92.4% |
| Participation rate | 97.2% | 74.9%+22.4pp | 74.6%+22.6pp | 70.2%+27.0pp |
| Annual return | 0.10% | 17.46%-17.4pp | 28.99%-28.9pp | 29.39%-29.3pp |
| Employer contribution / active EE | $1,518 | $2,452-38.1% | $2,780-45.4% | $2,177-30.3% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $3,537-100.0% | $3,514-100.0% |
| Admin fee / account holder | $34 | $314-89.3% | $3,841-99.1% | $847-96.0% |