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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 | $7,206 | $87,546-91.8% | $75,784-90.5% | $125,389-94.3% |
| Participation rate | 86.4% | 80.2%+6.2pp | 75.8%+10.5pp | 83.2%+3.2pp |
| Annual return | -5.95% | 13.49%-19.4pp | 9.68%-15.6pp | 282.24%-288.2pp |
| Employer contribution / active EE | $1,025 | $3,930-73.9% | $3,323-69.2% | $4,866-78.9% |
| Participant deferral / active EE | $3,419 | $4,230-19.2% | $3,652-6.4% | $5,352-36.1% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |