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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 | $7,547 | $77,817-90.3% | $123,553-93.9% | $64,173-88.2% |
| Participation rate | 77.1% | 74.7%+2.4pp | 82.3%-5.2pp | 69.6%+7.6pp |
| Annual return | -18.52% | 12.49%-31.0pp | 119.21%-137.7pp | 7.63%-26.2pp |
| Employer contribution / active EE | $1,862 | $3,014-38.2% | $4,628-59.8% | $2,381-21.8% |
| Participant deferral / active EE | $3,071 | $5,240-41.4% | $6,426-52.2% | $3,470-11.5% |
| Admin fee / account holder | $228 | $5,519-95.9% | $9,284-97.5% | $4,887-95.3% |