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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 | $18,240 | $72,177-74.7% | $115,037-84.1% | $59,632-69.4% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.43% | 12.02%-14.4pp | 26.14%-28.6pp | 2041.32%-2043.7pp |
| Employer contribution / active EE | $3,449 | $2,841+21.4% | $4,608-25.1% | $2,203+56.6% |
| Participant deferral / active EE | $2,198 | $4,783-54.1% | $6,026-63.5% | $3,192-31.1% |
| Admin fee / account holder | $291 | $4,927-94.1% | $8,175-96.4% | $4,297-93.2% |