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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 | $18,131 | $71,878-74.8% | $86,698-79.1% | $68,486-73.5% |
| Participation rate | 82.9% | 72.2%+10.6pp | 76.6%+6.3pp | 67.9%+15.0pp |
| Annual return | -19.39% | 3.53%-22.9pp | 35.95%-55.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $1,988 | $2,173-8.5% | $2,837-29.9% | $2,597-23.4% |
| Participant deferral / active EE | $4,268 | $3,779+12.9% | $4,656-8.3% | $4,028+6.0% |
| Admin fee / account holder | $239 | $6,113-96.1% | $7,493-96.8% | $5,404-95.6% |