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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 | $7,285 | $167,362-95.6% | $143,799-94.9% | $134,532-94.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.05% | 0.47%-21.5pp | -0.04%-21.0pp | 418.27%-439.3pp |
| Employer contribution / active EE | $3,777 | $5,620-32.8% | $4,952-23.7% | $4,741-20.3% |
| Participant deferral / active EE | $2,786 | $6,447-56.8% | $5,638-50.6% | $6,401-56.5% |
| Admin fee / account holder | $32 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |