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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 | $11,996 | $77,817-84.6% | $123,553-90.3% | $64,173-81.3% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -11.08% | 12.49%-23.6pp | 119.21%-130.3pp | 7.63%-18.7pp |
| Employer contribution / active EE | $701 | $3,014-76.7% | $4,628-84.8% | $2,381-70.5% |
| Participant deferral / active EE | $5,975 | $5,240+14.0% | $6,426-7.0% | $3,470+72.2% |
| Admin fee / account holder | $222 | $5,519-96.0% | $9,284-97.6% | $4,887-95.5% |