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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 | $95,007 | $541,860-82.5% | $541,860-82.5% | $418,949-77.3% |
| Participation rate | 100.0% | 36.4%+63.6pp | 33.3%+66.7pp | 35.7%+64.3pp |
| Annual return | 0.01% | 7.66%-7.7pp | 7.71%-7.7pp | 15.19%-15.2pp |
| Employer contribution / active EE | $41,333 | $40,595+1.8% | $39,519+4.6% | $34,877+18.5% |
| Participant deferral / active EE | $0 | $120-100.0% | $120-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $47,135-100.0% | $47,135-100.0% | $50,584-100.0% |