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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 | $11,137 | $77,817-85.7% | $123,553-91.0% | $64,173-82.6% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.3%+12.0pp | 69.6%+24.7pp |
| Annual return | -10.40% | 12.49%-22.9pp | 119.21%-129.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,803 | $3,014-40.2% | $4,628-61.0% | $2,381-24.3% |
| Participant deferral / active EE | $4,159 | $5,240-20.6% | $6,426-35.3% | $3,470+19.9% |
| Admin fee / account holder | $71 | $5,519-98.7% | $9,284-99.2% | $4,887-98.6% |