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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 | $6,479 | $65,703-90.1% | $94,228-93.1% | $59,633-89.1% |
| Participation rate | 88.0% | 72.1%+15.8pp | 78.8%+9.2pp | 68.7%+19.3pp |
| Annual return | -4.93% | 5.22%-10.1pp | 10.68%-15.6pp | 2041.40%-2046.3pp |
| Employer contribution / active EE | $2,410 | $2,021+19.3% | $3,587-32.8% | $2,203+9.4% |
| Participant deferral / active EE | $1,478 | $3,143-53.0% | $4,320-65.8% | $3,192-53.7% |
| Admin fee / account holder | $108 | $4,264-97.5% | $6,269-98.3% | $4,297-97.5% |