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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 | $10,560 | $158,852-93.4% | $121,220-91.3% | $135,380-92.2% |
| Participation rate | 72.2% | 79.3%-7.1pp | 71.8%+0.5pp | 82.6%-10.4pp |
| Annual return | -11.40% | -0.64%-10.8pp | 16.94%-28.3pp | 519.81%-531.2pp |
| Employer contribution / active EE | $737 | $5,666-87.0% | $4,023-81.7% | $4,779-84.6% |
| Participant deferral / active EE | $1,660 | $4,006-58.6% | $3,345-50.4% | $5,609-70.4% |
| Admin fee / account holder | $224 | $6,515-96.6% | $5,021-95.5% | $10,828-97.9% |