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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 | $13,253 | $57,352-76.9% | $83,831-84.2% | $64,173-79.3% |
| Participation rate | 80.0% | 68.6%+11.4pp | 76.1%+3.9pp | 69.6%+10.4pp |
| Annual return | -9.22% | 11.38%-20.6pp | 850.99%-860.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,196 | $2,993-26.6% | $4,082-46.2% | $3,470-36.7% |
| Admin fee / account holder | $296 | $4,046-92.7% | $5,479-94.6% | $4,887-93.9% |