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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 | $15,535 | $58,600-73.5% | $83,327-81.4% | $64,173-75.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -10.57% | 9.66%-20.2pp | 10.64%-21.2pp | 7.63%-18.2pp |
| Employer contribution / active EE | $2,111 | $2,098+0.6% | $3,379-37.5% | $2,381-11.3% |
| Participant deferral / active EE | $2,295 | $4,656-50.7% | $5,565-58.8% | $3,470-33.9% |
| Admin fee / account holder | $298 | $9,282-96.8% | $7,540-96.1% | $4,887-93.9% |