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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 | $17,914 | $73,102-75.5% | $123,553-85.5% | $56,289-68.2% |
| Participation rate | 86.1% | 74.3%+11.8pp | 82.3%+3.8pp | 69.9%+16.3pp |
| Annual return | -18.32% | 3.01%-21.3pp | 119.21%-137.5pp | -9.96%-8.4pp |
| Employer contribution / active EE | $3,388 | $2,977+13.8% | $4,628-26.8% | $2,111+60.5% |
| Participant deferral / active EE | $8,624 | $5,423+59.0% | $6,426+34.2% | $3,350+157.4% |
| Admin fee / account holder | $297 | $554-46.3% | $9,284-96.8% | $521-42.9% |