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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 | $5,143 | $62,589-91.8% | $76,768-93.3% | $64,173-92.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -9.10% | -1.95%-7.2pp | 2.43%-11.5pp | 7.63%-16.7pp |
| Employer contribution / active EE | $588 | $1,832-67.9% | $2,485-76.4% | $2,381-75.3% |
| Participant deferral / active EE | $1,791 | $3,145-43.0% | $3,852-53.5% | $3,470-48.4% |
| Admin fee / account holder | $65 | $4,667-98.6% | $6,675-99.0% | $4,887-98.7% |