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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,134,303 | $592,784+428.7% | $565,817+453.9% | $350,051+795.4% |
| Participation rate | 100.0% | 44.5%+55.5pp | 29.9%+70.1pp | 44.5%+55.5pp |
| Annual return | -16.18% | -8.20%-8.0pp | -8.79%-7.4pp | -14.65%-1.5pp |
| Employer contribution / active EE | $250,000 | $47,558+425.7% | $43,463+475.2% | $46,321+439.7% |
| Participant deferral / active EE | $0 | $12-100.0% | $12-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $945-100.0% | $866-100.0% | $14,582-100.0% |