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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 | $81,276-90.5% | $155,574-95.1% | $80,925-90.5% |
| Participation rate | 98.2% | 66.2%+31.9pp | 78.2%+20.0pp | 67.7%+30.5pp |
| Annual return | -3.54% | 33.36%-36.9pp | 64.87%-68.4pp | 35.65%-39.2pp |
| Employer contribution / active EE | $455 | $3,103-85.3% | $4,676-90.3% | $2,756-83.5% |
| Participant deferral / active EE | $1,157 | $3,453-66.5% | $5,629-79.4% | $4,299-73.1% |
| Admin fee / account holder | $3 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |