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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 | $10,899 | $93,064-88.3% | $74,577-85.4% | $273,972-96.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | -29.30% | 26.18%-55.5pp | 20.47%-49.8pp | 41.46%-70.8pp |
| Employer contribution / active EE | $2,822 | $3,160-10.7% | $2,525+11.7% | $4,869-42.0% |
| Participant deferral / active EE | $7,027 | $4,160+68.9% | $3,458+103.2% | $5,287+32.9% |
| Admin fee / account holder | $27 | $5,273-99.5% | $4,138-99.4% | $10,133-99.7% |