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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 | $18,192 | $211,946-91.4% | $169,452-89.3% | $135,379-86.6% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | -11.87% | 3.26%-15.1pp | 1.83%-13.7pp | 519.79%-531.7pp |
| Employer contribution / active EE | $873 | $5,117-82.9% | $4,157-79.0% | $4,779-81.7% |
| Participant deferral / active EE | $3,964 | $6,075-34.7% | $5,277-24.9% | $5,609-29.3% |
| Admin fee / account holder | $239 | $11,472-97.9% | $9,110-97.4% | $10,828-97.8% |