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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 | $7,817 | $64,719-87.9% | $112,249-93.0% | $68,486-88.6% |
| Participation rate | 72.0% | 67.2%+4.8pp | 75.1%-3.1pp | 67.9%+4.1pp |
| Annual return | -22.91% | -11.40%-11.5pp | 27.48%-50.4pp | -7.85%-15.1pp |
| Employer contribution / active EE | $1,368 | $2,747-50.2% | $3,636-62.4% | $2,597-47.3% |
| Participant deferral / active EE | $1,906 | $3,565-46.5% | $4,729-59.7% | $4,028-52.7% |
| Admin fee / account holder | $225 | $5,232-95.7% | $6,412-96.5% | $5,404-95.8% |