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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 | $6,815 | $54,162-87.4% | $68,612-90.1% | $64,173-89.4% |
| Participation rate | 96.4% | 68.1%+28.4pp | 72.2%+24.2pp | 69.6%+26.9pp |
| Annual return | -8.24% | -1.62%-6.6pp | -4.63%-3.6pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,411 | $1,846+30.6% | $2,625-8.1% | $2,381+1.3% |
| Participant deferral / active EE | $1,747 | $2,626-33.5% | $3,311-47.3% | $3,470-49.7% |
| Admin fee / account holder | $181 | $4,029-95.5% | $5,131-96.5% | $4,887-96.3% |