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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 | $19,091 | $86,940-78.0% | $102,434-81.4% | $80,935-76.4% |
| Participation rate | 94.3% | 72.4%+21.9pp | 76.5%+17.8pp | 67.7%+26.6pp |
| Annual return | 9.07% | 18.89%-9.8pp | 29.46%-20.4pp | 35.66%-26.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,255 | $4,121-45.3% | $5,055-55.4% | $4,299-47.6% |
| Admin fee / account holder | $234 | $8,047-97.1% | $9,462-97.5% | $6,924-96.6% |