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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 | $8,194 | $79,633-89.7% | $93,759-91.3% | $68,486-88.0% |
| Participation rate | 88.0% | 75.4%+12.6pp | 81.0%+7.0pp | 67.9%+20.1pp |
| Annual return | -21.88% | -0.10%-21.8pp | -11.33%-10.6pp | -7.85%-14.0pp |
| Employer contribution / active EE | $2,375 | $3,665-35.2% | $4,324-45.1% | $2,597-8.5% |
| Participant deferral / active EE | $2,927 | $5,158-43.3% | $6,096-52.0% | $4,028-27.3% |
| Admin fee / account holder | $156 | $6,871-97.7% | $7,197-97.8% | $5,404-97.1% |