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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 | $6,883 | $138,076-95.0% | $123,553-94.4% | $135,380-94.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -25.03% | 153.70%-178.7pp | 119.21%-144.2pp | 519.81%-544.8pp |
| Employer contribution / active EE | $2,537 | $5,152-50.8% | $4,628-45.2% | $4,779-46.9% |
| Participant deferral / active EE | $2,963 | $6,800-56.4% | $6,426-53.9% | $5,609-47.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |