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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 | $3,999 | $99,032-96.0% | $80,022-95.0% | $135,380-97.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.01% | 15.39%-24.4pp | 11.22%-20.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $1,185 | $3,043-61.1% | $2,468-52.0% | $4,779-75.2% |
| Participant deferral / active EE | $1,199 | $4,282-72.0% | $3,686-67.5% | $5,609-78.6% |
| Admin fee / account holder | $241 | $10,436-97.7% | $6,521-96.3% | $10,828-97.8% |