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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 | $3,009 | $73,839-95.9% | $143,788-97.9% | $68,495-95.6% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -36.67% | 1.01%-37.7pp | -0.03%-36.6pp | -7.84%-28.8pp |
| Employer contribution / active EE | $986 | $3,184-69.0% | $4,952-80.1% | $2,596-62.0% |
| Participant deferral / active EE | $1,810 | $3,384-46.5% | $5,638-67.9% | $4,028-55.1% |
| Admin fee / account holder | $285 | $5,755-95.0% | $14,675-98.1% | $5,403-94.7% |