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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 | $132,820-79.0% | $246,988-88.7% | $132,820-79.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 81.0%+19.0pp | 74.3%+25.7pp |
| Annual return | 8.48% | 14.82%-6.3pp | -2.27%+10.8pp | 14.82%-6.3pp |
| Employer contribution / active EE | $1,216 | $4,144-70.7% | $5,427-77.6% | $4,144-70.7% |
| Participant deferral / active EE | $0 | $3,980-100.0% | $4,120-100.0% | $3,980-100.0% |
| Admin fee / account holder | $247 | $11,722-97.9% | $28,383-99.1% | $11,722-97.9% |