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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 | $35,382 | $100,194-64.7% | $122,979-71.2% | $86,983-59.3% |
| Participation rate | 97.9% | 73.0%+24.9pp | 77.2%+20.7pp | 69.5%+28.3pp |
| Annual return | -0.65% | 16.47%-17.1pp | 20.12%-20.8pp | 25.83%-26.5pp |
| Employer contribution / active EE | $4,255 | $2,326+83.0% | $3,062+39.0% | $2,584+64.7% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $84 | $10,148-99.2% | $12,864-99.3% | $7,856-98.9% |