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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 | $12,151 | $71,878-83.1% | $86,698-86.0% | $68,486-82.3% |
| Participation rate | 78.3% | 72.2%+6.1pp | 76.6%+1.7pp | 67.9%+10.4pp |
| Annual return | -28.05% | 3.53%-31.6pp | 35.95%-64.0pp | -7.85%-20.2pp |
| Employer contribution / active EE | $2,206 | $2,173+1.5% | $2,837-22.2% | $2,597-15.1% |
| Participant deferral / active EE | $4,038 | $3,779+6.9% | $4,656-13.3% | $4,028+0.3% |
| Admin fee / account holder | $193 | $6,113-96.8% | $7,493-97.4% | $5,404-96.4% |