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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 | $21,394 | $59,220-63.9% | $96,570-77.8% | $79,391-73.1% |
| Participation rate | 98.3% | 61.9%+36.4pp | 69.8%+28.5pp | 70.7%+27.6pp |
| Annual return | 11.59% | 27.08%-15.5pp | 37.79%-26.2pp | 116.88%-105.3pp |
| Employer contribution / active EE | $3,245 | $1,216+166.8% | $2,357+37.7% | $2,428+33.6% |
| Participant deferral / active EE | $2,628 | $2,948-10.9% | $3,849-31.7% | $4,046-35.0% |
| Admin fee / account holder | $268 | $659-59.3% | $6,182-95.7% | $627-57.3% |