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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 | $5,732 | $52,678-89.1% | $75,784-92.4% | $59,633-90.4% |
| Participation rate | 87.1% | 67.2%+19.9pp | 75.8%+11.3pp | 68.7%+18.4pp |
| Annual return | -6.69% | 2.95%-9.6pp | 9.68%-16.4pp | 2041.45%-2048.1pp |
| Employer contribution / active EE | $737 | $2,193-66.4% | $3,323-77.8% | $2,203-66.5% |
| Participant deferral / active EE | $2,040 | $2,591-21.3% | $3,652-44.1% | $3,192-36.1% |
| Admin fee / account holder | $201 | $3,610-94.4% | $5,300-96.2% | $4,297-95.3% |