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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 | $7,048 | $43,338-83.7% | $59,887-88.2% | $64,173-89.0% |
| Participation rate | 90.6% | 69.2%+21.5pp | 74.7%+15.9pp | 69.6%+21.1pp |
| Annual return | -12.61% | -1.55%-11.1pp | 3.46%-16.1pp | 7.63%-20.2pp |
| Employer contribution / active EE | $1,342 | $2,030-33.9% | $2,722-50.7% | $2,381-43.6% |
| Participant deferral / active EE | $2,850 | $2,547+11.9% | $3,402-16.2% | $3,470-17.9% |
| Admin fee / account holder | $181 | $3,007-94.0% | $3,591-95.0% | $4,887-96.3% |