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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 | $17,930 | $77,816-77.0% | $123,549-85.5% | $64,181-72.1% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -10.72% | 12.49%-23.2pp | 119.20%-129.9pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,534 | $3,014-49.1% | $4,628-66.9% | $2,381-35.6% |
| Participant deferral / active EE | $2,826 | $5,240-46.1% | $6,426-56.0% | $3,470-18.6% |
| Admin fee / account holder | $199 | $5,519-96.4% | $9,284-97.9% | $4,887-95.9% |