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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 | $14,074 | $83,908-83.2% | $68,509-79.5% | $125,389-88.8% |
| Participation rate | 90.0% | 78.2%+11.8pp | 74.7%+15.3pp | 83.2%+6.8pp |
| Annual return | -8.51% | 14.48%-23.0pp | 8.27%-16.8pp | 282.24%-290.7pp |
| Employer contribution / active EE | $2,265 | $3,031-25.3% | $2,278-0.6% | $4,866-53.4% |
| Participant deferral / active EE | $4,763 | $4,125+15.5% | $3,382+40.8% | $5,352-11.0% |
| Admin fee / account holder | $105 | $8,982-98.8% | $5,275-98.0% | $9,541-98.9% |