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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 | $7,640 | $87,546-91.3% | $75,784-89.9% | $125,389-93.9% |
| Participation rate | 82.4% | 80.2%+2.2pp | 75.8%+6.5pp | 83.2%-0.8pp |
| Annual return | -10.63% | 13.49%-24.1pp | 9.68%-20.3pp | 282.24%-292.9pp |
| Employer contribution / active EE | $1,448 | $3,930-63.2% | $3,323-56.4% | $4,866-70.2% |
| Participant deferral / active EE | $3,266 | $4,230-22.8% | $3,652-10.6% | $5,352-39.0% |
| Admin fee / account holder | $82 | $6,503-98.7% | $5,300-98.5% | $9,541-99.1% |