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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 | $18,668 | $71,057-73.7% | $93,654-80.1% | $80,874-76.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 8.88% | 11.26%-2.4pp | 133.34%-124.5pp | 35.62%-26.7pp |
| Employer contribution / active EE | $5,314 | $1,564+239.8% | $2,421+119.5% | $2,756+92.8% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $96 | $6,944-98.6% | $8,282-98.8% | $6,935-98.6% |