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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 | $4,540 | $62,583-92.7% | $76,767-94.1% | $64,173-92.9% |
| Participation rate | 84.0% | 72.8%+11.2pp | 77.0%+7.0pp | 69.6%+14.4pp |
| Annual return | -27.99% | -1.95%-26.0pp | 2.43%-30.4pp | 7.63%-35.6pp |
| Employer contribution / active EE | $1,912 | $1,832+4.4% | $2,485-23.1% | $2,381-19.7% |
| Participant deferral / active EE | $2,816 | $3,145-10.5% | $3,852-26.9% | $3,470-18.8% |
| Admin fee / account holder | $108 | $4,667-97.7% | $6,675-98.4% | $4,887-97.8% |