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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 | $17,178 | $61,660-72.1% | $80,022-78.5% | $64,173-73.2% |
| Participation rate | 74.3% | 71.7%+2.6pp | 75.8%-1.5pp | 69.6%+4.7pp |
| Annual return | -11.76% | -0.33%-11.4pp | 11.22%-23.0pp | 7.63%-19.4pp |
| Employer contribution / active EE | $1,570 | $1,810-13.3% | $2,468-36.4% | $2,381-34.1% |
| Participant deferral / active EE | $2,140 | $2,968-27.9% | $3,686-41.9% | $3,470-38.3% |
| Admin fee / account holder | $24 | $5,417-99.6% | $6,521-99.6% | $4,887-99.5% |