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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 | $2,593 | $45,872-94.3% | $77,100-96.6% | $68,490-96.2% |
| Participation rate | 81.3% | 55.9%+25.3pp | 67.9%+13.3pp | 67.9%+13.4pp |
| Annual return | -21.43% | 1.73%-23.2pp | 42.35%-63.8pp | -7.85%-13.6pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,348 | $2,963-54.5% | $4,430-69.6% | $4,028-66.5% |
| Admin fee / account holder | $232 | $3,041-92.4% | $5,443-95.7% | $5,403-95.7% |