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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 | $9,718 | $50,947-80.9% | $74,551-87.0% | $64,173-84.9% |
| Participation rate | 75.5% | 61.1%+14.4pp | 69.1%+6.4pp | 69.6%+5.9pp |
| Annual return | -12.78% | -1.85%-10.9pp | 32.53%-45.3pp | 7.63%-20.4pp |
| Employer contribution / active EE | $1,788 | $1,115+60.3% | $1,961-8.8% | $2,381-24.9% |
| Participant deferral / active EE | $2,545 | $2,302+10.6% | $3,108-18.1% | $3,470-26.6% |
| Admin fee / account holder | $68 | $4,221-98.4% | $5,059-98.7% | $4,887-98.6% |