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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 | $4,543 | $127,096-96.4% | $105,736-95.7% | $135,380-96.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 76.3%+3.7pp | 82.6%-2.6pp |
| Annual return | -28.12% | 4.49%-32.6pp | 6.27%-34.4pp | 519.81%-547.9pp |
| Employer contribution / active EE | $1,659 | $4,107-59.6% | $3,268-49.3% | $4,779-65.3% |
| Participant deferral / active EE | $1,708 | $5,064-66.3% | $4,080-58.1% | $5,609-69.6% |
| Admin fee / account holder | $99 | $9,087-98.9% | $6,913-98.6% | $10,828-99.1% |