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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 | $11,839 | $181,896-93.5% | $156,551-92.4% | $273,972-95.7% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | -0.22% | 30.74%-31.0pp | 32.23%-32.4pp | 41.46%-41.7pp |
| Employer contribution / active EE | $1,515 | $6,248-75.8% | $5,501-72.5% | $4,869-68.9% |
| Participant deferral / active EE | $3,365 | $5,550-39.4% | $4,871-30.9% | $5,287-36.3% |
| Admin fee / account holder | $216 | $15,560-98.6% | $13,028-98.3% | $10,133-97.9% |