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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 | $2,475 | $56,484-95.6% | $169,452-98.5% | $64,173-96.1% |
| Participation rate | 77.2% | 64.5%+12.7pp | 77.8%-0.6pp | 69.6%+7.6pp |
| Annual return | -37.37% | -1.55%-35.8pp | 1.83%-39.2pp | 7.63%-45.0pp |
| Employer contribution / active EE | $847 | $1,832-53.8% | $4,157-79.6% | $2,381-64.4% |
| Participant deferral / active EE | $1,291 | $3,448-62.6% | $5,277-75.5% | $3,470-62.8% |
| Admin fee / account holder | $34 | $4,174-99.2% | $9,110-99.6% | $4,887-99.3% |