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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 | $15,764 | $64,719-75.6% | $112,249-86.0% | $68,486-77.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -21.11% | -11.40%-9.7pp | 27.48%-48.6pp | -7.85%-13.3pp |
| Employer contribution / active EE | $1,965 | $2,747-28.5% | $3,636-46.0% | $2,597-24.3% |
| Participant deferral / active EE | $9,021 | $3,565+153.0% | $4,729+90.8% | $4,028+124.0% |
| Admin fee / account holder | $107 | $5,232-98.0% | $6,412-98.3% | $5,404-98.0% |