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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 | $12,196 | $64,729-81.2% | $112,263-89.1% | $68,490-82.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -23.72% | -11.40%-12.3pp | 27.49%-51.2pp | -7.85%-15.9pp |
| Employer contribution / active EE | $1,988 | $2,746-27.6% | $3,636-45.3% | $2,597-23.4% |
| Participant deferral / active EE | $1,931 | $3,566-45.8% | $4,729-59.2% | $4,028-52.0% |
| Admin fee / account holder | $125 | $5,222-97.6% | $6,410-98.0% | $5,403-97.7% |