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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 | $5,704 | $48,235-88.2% | $68,803-91.7% | $68,490-91.7% |
| Participation rate | 70.0% | 60.7%+9.3pp | 69.0%+1.0pp | 67.9%+2.1pp |
| Annual return | -20.21% | -12.70%-7.5pp | -6.37%-13.8pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,100 | $1,829-39.9% | $2,656-58.6% | $2,597-57.6% |
| Participant deferral / active EE | $1,416 | $2,867-50.6% | $3,942-64.1% | $4,028-64.8% |
| Admin fee / account holder | $1 | $4,361-100.0% | $4,936-100.0% | $5,403-100.0% |