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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 | $14,831 | $77,817-80.9% | $123,553-88.0% | $64,173-76.9% |
| Participation rate | 85.2% | 74.7%+10.5pp | 82.3%+3.0pp | 69.6%+15.7pp |
| Annual return | -10.45% | 12.49%-22.9pp | 119.21%-129.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,314 | $3,014-56.4% | $4,628-71.6% | $2,381-44.8% |
| Participant deferral / active EE | $3,321 | $5,240-36.6% | $6,426-48.3% | $3,470-4.3% |
| Admin fee / account holder | $81 | $5,519-98.5% | $9,284-99.1% | $4,887-98.3% |