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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 | $6,149 | $59,813-89.7% | $79,580-92.3% | $68,486-91.0% |
| Participation rate | 96.2% | 61.1%+35.1pp | 69.5%+26.7pp | 67.9%+28.3pp |
| Annual return | -20.02% | -12.30%-7.7pp | 0.15%-20.2pp | -7.85%-12.2pp |
| Employer contribution / active EE | $921 | $1,505-38.8% | $2,413-61.8% | $2,597-64.5% |
| Participant deferral / active EE | $2,809 | $3,024-7.1% | $3,985-29.5% | $4,028-30.2% |
| Admin fee / account holder | $214 | $4,835-95.6% | $6,835-96.9% | $5,404-96.0% |