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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 | $10,346 | $86,701-88.1% | $73,309-85.9% | $125,389-91.7% |
| Participation rate | 89.5% | 78.6%+10.9pp | 74.9%+14.6pp | 83.2%+6.3pp |
| Annual return | -4.95% | 2.78%-7.7pp | 5.67%-10.6pp | 282.24%-287.2pp |
| Employer contribution / active EE | $1,837 | $4,152-55.8% | $3,237-43.3% | $4,866-62.3% |
| Participant deferral / active EE | $3,895 | $5,549-29.8% | $4,991-22.0% | $5,352-27.2% |
| Admin fee / account holder | $167 | $7,768-97.9% | $5,635-97.0% | $9,541-98.3% |