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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 | $19,574 | $99,032-80.2% | $80,022-75.5% | $135,380-85.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.47% | 15.39%-25.9pp | 11.22%-21.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $1,603 | $3,043-47.3% | $2,468-35.1% | $4,779-66.5% |
| Participant deferral / active EE | $7,548 | $4,282+76.3% | $3,686+104.8% | $5,609+34.6% |
| Admin fee / account holder | $86 | $10,436-99.2% | $6,521-98.7% | $10,828-99.2% |