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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 | $7,389 | $56,894-87.0% | $84,753-91.3% | $62,881-88.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -29.59% | 6.30%-35.9pp | 22.78%-52.4pp | 20.14%-49.7pp |
| Employer contribution / active EE | $3,926 | $2,400+63.6% | $3,574+9.8% | $2,281+72.1% |
| Participant deferral / active EE | $5,796 | $2,709+113.9% | $3,712+56.1% | $3,203+81.0% |
| Admin fee / account holder | $110 | $3,581-96.9% | $5,333-97.9% | $4,296-97.4% |