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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 | $11,688 | $92,219-87.3% | $76,768-84.8% | $135,379-91.4% |
| Participation rate | 95.7% | 79.8%+15.9pp | 77.0%+18.7pp | 82.6%+13.0pp |
| Annual return | -13.47% | 5.46%-18.9pp | 2.43%-15.9pp | 519.79%-533.3pp |
| Employer contribution / active EE | $1,834 | $3,216-43.0% | $2,485-26.2% | $4,779-61.6% |
| Participant deferral / active EE | $4,048 | $4,508-10.2% | $3,852+5.1% | $5,609-27.8% |
| Admin fee / account holder | $151 | $10,749-98.6% | $6,675-97.7% | $10,828-98.6% |