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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 | $97,648-75.7% | $121,663-80.5% | $87,485-72.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 11.38% | 18.03%-6.6pp | 147.54%-136.2pp | 26.06%-14.7pp |
| Employer contribution / active EE | $2,632 | $2,300+14.4% | $3,020-12.9% | $2,596+1.4% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $208 | $11,100-98.1% | $14,289-98.5% | $7,775-97.3% |