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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 | $5,097 | $62,589-91.9% | $76,768-93.4% | $64,173-92.1% |
| Participation rate | 71.2% | 72.8%-1.6pp | 77.0%-5.8pp | 69.6%+1.6pp |
| Annual return | -8.95% | -1.95%-7.0pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $627 | $1,832-65.8% | $2,485-74.8% | $2,381-73.6% |
| Participant deferral / active EE | $1,833 | $3,145-41.7% | $3,852-52.4% | $3,470-47.2% |
| Admin fee / account holder | $229 | $4,667-95.1% | $6,675-96.6% | $4,887-95.3% |