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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 | $13,486 | $71,872-81.2% | $86,691-84.4% | $68,495-80.3% |
| Participation rate | 72.7% | 72.2%+0.5pp | 76.6%-3.9pp | 67.9%+4.8pp |
| Annual return | -25.89% | 3.53%-29.4pp | 35.94%-61.8pp | -7.84%-18.0pp |
| Employer contribution / active EE | $1,918 | $2,173-11.7% | $2,837-32.4% | $2,596-26.1% |
| Participant deferral / active EE | $3,396 | $3,779-10.1% | $4,656-27.1% | $4,028-15.7% |
| Admin fee / account holder | $102 | $6,112-98.3% | $7,492-98.6% | $5,403-98.1% |