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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 | $9,778 | $87,546-88.8% | $75,784-87.1% | $125,389-92.2% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.8%+8.8pp | 83.2%+1.4pp |
| Annual return | -9.53% | 13.49%-23.0pp | 9.68%-19.2pp | 282.24%-291.8pp |
| Employer contribution / active EE | $1,783 | $3,930-54.6% | $3,323-46.3% | $4,866-63.4% |
| Participant deferral / active EE | $5,420 | $4,230+28.1% | $3,652+48.4% | $5,352+1.3% |
| Admin fee / account holder | $61 | $6,503-99.1% | $5,300-98.8% | $9,541-99.4% |