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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 | $8,216 | $56,894-85.6% | $84,753-90.3% | $62,881-86.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 0.26% | 6.30%-6.0pp | 22.78%-22.5pp | 20.14%-19.9pp |
| Employer contribution / active EE | $5,412 | $2,400+125.5% | $3,574+51.4% | $2,281+137.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $152 | $3,581-95.7% | $5,333-97.1% | $4,296-96.5% |