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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 | $5,400 | $62,589-91.4% | $76,768-93.0% | $64,173-91.6% |
| Participation rate | 89.7% | 72.8%+16.8pp | 77.0%+12.7pp | 69.6%+20.1pp |
| Annual return | -11.42% | -1.95%-9.5pp | 2.43%-13.9pp | 7.63%-19.1pp |
| Employer contribution / active EE | $676 | $1,832-63.1% | $2,485-72.8% | $2,381-71.6% |
| Participant deferral / active EE | $2,085 | $3,145-33.7% | $3,852-45.9% | $3,470-39.9% |
| Admin fee / account holder | $120 | $4,667-97.4% | $6,675-98.2% | $4,887-97.5% |