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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 | $490,217-80.6% | $490,217-80.6% | $422,293-77.5% |
| Participation rate | 100.0% | 39.0%+61.0pp | 35.0%+65.0pp | 34.7%+65.3pp |
| Annual return | 0.01% | 7.15%-7.1pp | 7.21%-7.2pp | 12.28%-12.3pp |
| Employer contribution / active EE | $41,333 | $40,851+1.2% | $39,652+4.2% | $34,589+19.5% |
| Participant deferral / active EE | $0 | $93-100.0% | $95-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $28,496-100.0% | $28,496-100.0% | $47,656-100.0% |