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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 | $16,516 | $110,083-85.0% | $151,645-89.1% | $68,490-75.9% |
| Participation rate | 72.0% | 84.0%-12.0pp | 87.5%-15.5pp | 67.9%+4.1pp |
| Annual return | -19.91% | -10.12%-9.8pp | 3.34%-23.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,221 | $4,470-50.3% | $6,165-64.0% | $2,597-14.5% |
| Participant deferral / active EE | $4,370 | $6,526-33.0% | $8,363-47.7% | $4,028+8.5% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,614-100.0% | $5,403-100.0% |