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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 | $18,036 | $77,817-76.8% | $123,553-85.4% | $64,173-71.9% |
| Participation rate | 88.0% | 74.7%+13.3pp | 82.3%+5.7pp | 69.6%+18.4pp |
| Annual return | -25.34% | 12.49%-37.8pp | 119.21%-144.5pp | 7.63%-33.0pp |
| Employer contribution / active EE | $3,099 | $3,014+2.8% | $4,628-33.0% | $2,381+30.2% |
| Participant deferral / active EE | $9,943 | $5,240+89.8% | $6,426+54.7% | $3,470+186.6% |
| Admin fee / account holder | $31 | $5,519-99.4% | $9,284-99.7% | $4,887-99.4% |