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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 | $15,129 | $61,605-75.4% | $112,273-86.5% | $75,173-79.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 1.78% | 28.47%-26.7pp | 30.23%-28.4pp | 160.72%-158.9pp |
| Employer contribution / active EE | $2,345 | $2,015+16.4% | $3,431-31.7% | $2,671-12.2% |
| Participant deferral / active EE | $1,217 | $3,108-60.8% | $4,800-74.6% | $4,126-70.5% |
| Admin fee / account holder | $77 | $4,862-98.4% | $7,752-99.0% | $5,651-98.6% |