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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 | $10,521 | $127,387-91.7% | $115,038-90.9% | $125,389-91.6% |
| Participation rate | 81.3% | 84.2%-2.9pp | 81.4%-0.1pp | 83.2%-1.9pp |
| Annual return | -7.37% | 31.28%-38.6pp | 26.14%-33.5pp | 282.24%-289.6pp |
| Employer contribution / active EE | $2,326 | $5,166-55.0% | $4,608-49.5% | $4,866-52.2% |
| Participant deferral / active EE | $3,489 | $6,423-45.7% | $6,026-42.1% | $5,352-34.8% |
| Admin fee / account holder | $232 | $9,516-97.6% | $8,175-97.2% | $9,541-97.6% |