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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 | $14,155 | $99,345-85.8% | $84,753-83.3% | $273,972-94.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.19% | 22.93%-22.7pp | 22.78%-22.6pp | 41.46%-41.3pp |
| Employer contribution / active EE | $3,540 | $4,214-16.0% | $3,574-1.0% | $4,869-27.3% |
| Participant deferral / active EE | $4,064 | $4,270-4.8% | $3,712+9.5% | $5,287-23.1% |
| Admin fee / account holder | $160 | $6,645-97.6% | $5,333-97.0% | $10,133-98.4% |