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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 | $5,787 | $73,848-92.2% | $143,799-96.0% | $68,486-91.6% |
| Participation rate | 79.3% | 66.7%+12.7pp | 80.3%-1.0pp | 67.9%+11.4pp |
| Annual return | -28.14% | 0.91%-29.0pp | -0.04%-28.1pp | -7.85%-20.3pp |
| Employer contribution / active EE | $1,072 | $3,184-66.3% | $4,952-78.4% | $2,597-58.7% |
| Participant deferral / active EE | $2,322 | $3,385-31.4% | $5,638-58.8% | $4,028-42.3% |
| Admin fee / account holder | $258 | $5,755-95.5% | $14,677-98.2% | $5,404-95.2% |