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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 | $23,682 | $94,031-74.8% | $115,768-79.5% | $82,448-71.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 11.38% | 20.61%-9.2pp | 100.46%-89.1pp | 41.64%-30.3pp |
| Employer contribution / active EE | $2,632 | $2,323+13.3% | $2,940-10.5% | $2,551+3.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $208 | $10,249-98.0% | $12,439-98.3% | $7,234-97.1% |