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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 | $2,405 | $73,848-96.7% | $143,799-98.3% | $68,486-96.5% |
| Participation rate | 92.3% | 66.7%+25.6pp | 80.3%+12.0pp | 67.9%+24.4pp |
| Annual return | -30.36% | 0.91%-31.3pp | -0.04%-30.3pp | -7.85%-22.5pp |
| Employer contribution / active EE | $855 | $3,184-73.1% | $4,952-82.7% | $2,597-67.1% |
| Participant deferral / active EE | $1,022 | $3,385-69.8% | $5,638-81.9% | $4,028-74.6% |
| Admin fee / account holder | $193 | $5,755-96.6% | $14,677-98.7% | $5,404-96.4% |