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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 | $9,246 | $62,583-85.2% | $76,767-88.0% | $64,173-85.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -11.80% | -1.95%-9.8pp | 2.43%-14.2pp | 7.63%-19.4pp |
| Employer contribution / active EE | $1,237 | $1,832-32.5% | $2,485-50.2% | $2,381-48.0% |
| Participant deferral / active EE | $4,442 | $3,145+41.2% | $3,852+15.3% | $3,470+28.0% |
| Admin fee / account holder | $298 | $4,667-93.6% | $6,675-95.5% | $4,887-93.9% |