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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 | $27,862 | $94,315-70.5% | $239,403-88.4% | $116,462-76.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 82.2%+17.8pp | 74.7%+25.3pp |
| Annual return | 8.48% | 19.05%-10.6pp | 3.34%+5.1pp | 15.65%-7.2pp |
| Employer contribution / active EE | $1,216 | $1,745-30.3% | $4,656-73.9% | $3,231-62.4% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $4,239-100.0% | $3,836-100.0% |
| Admin fee / account holder | $247 | $9,071-97.3% | $21,121-98.8% | $12,754-98.1% |