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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 | $3,817 | $43,344-91.2% | $59,899-93.6% | $64,173-94.1% |
| Participation rate | 84.4% | 69.2%+15.2pp | 74.7%+9.7pp | 69.6%+14.8pp |
| Annual return | -8.85% | -1.55%-7.3pp | 3.46%-12.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,306 | $2,547-48.7% | $3,402-61.6% | $3,470-62.3% |
| Admin fee / account holder | $6 | $3,008-99.8% | $3,592-99.8% | $4,887-99.9% |