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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 | $7,698 | $81,331-90.5% | $155,534-95.1% | $80,935-90.5% |
| Participation rate | 98.2% | 66.3%+31.9pp | 78.2%+20.0pp | 67.7%+30.5pp |
| Annual return | -3.54% | 33.37%-36.9pp | 64.92%-68.5pp | 35.66%-39.2pp |
| Employer contribution / active EE | $455 | $3,105-85.3% | $4,675-90.3% | $2,757-83.5% |
| Participant deferral / active EE | $1,157 | $3,454-66.5% | $5,630-79.4% | $4,299-73.1% |
| Admin fee / account holder | $3 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |