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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 | $15,614 | $100,805-84.5% | $86,698-82.0% | $134,532-88.4% |
| Participation rate | 95.0% | 79.0%+16.0pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -21.72% | 29.09%-50.8pp | 35.95%-57.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $3,510 | $3,490+0.6% | $2,837+23.7% | $4,741-26.0% |
| Participant deferral / active EE | $8,050 | $5,339+50.8% | $4,656+72.9% | $6,401+25.8% |
| Admin fee / account holder | $6 | $10,925-99.9% | $7,493-99.9% | $11,429-100.0% |