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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 | $9,221 | $64,719-85.8% | $112,249-91.8% | $68,486-86.5% |
| Participation rate | 96.3% | 67.2%+29.1pp | 75.1%+21.2pp | 67.9%+28.4pp |
| Annual return | -19.64% | -11.40%-8.2pp | 27.48%-47.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $0 | $2,747-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,127 | $3,565-12.3% | $4,729-33.9% | $4,028-22.4% |
| Admin fee / account holder | $27 | $5,232-99.5% | $6,412-99.6% | $5,404-99.5% |