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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 | $23,144 | $71,878-67.8% | $86,698-73.3% | $68,486-66.2% |
| Participation rate | 85.4% | 72.2%+13.1pp | 76.6%+8.8pp | 67.9%+17.5pp |
| Annual return | -19.76% | 3.53%-23.3pp | 35.95%-55.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $3,941 | $2,173+81.3% | $2,837+38.9% | $2,597+51.8% |
| Participant deferral / active EE | $6,880 | $3,779+82.1% | $4,656+47.8% | $4,028+70.8% |
| Admin fee / account holder | $247 | $6,113-96.0% | $7,493-96.7% | $5,404-95.4% |