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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 | $7,788 | $113,941-93.2% | $94,229-91.7% | $125,389-93.8% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | -16.84% | 5.29%-22.1pp | 10.68%-27.5pp | 282.24%-299.1pp |
| Employer contribution / active EE | $2,535 | $4,727-46.4% | $3,587-29.3% | $4,866-47.9% |
| Participant deferral / active EE | $3,243 | $5,179-37.4% | $4,320-24.9% | $5,352-39.4% |
| Admin fee / account holder | $209 | $8,392-97.5% | $6,269-96.7% | $9,541-97.8% |