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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 | $17,210 | $92,219-81.3% | $76,767-77.6% | $135,380-87.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -11.65% | 5.46%-17.1pp | 2.43%-14.1pp | 519.81%-531.5pp |
| Employer contribution / active EE | $2,758 | $3,216-14.3% | $2,485+11.0% | $4,779-42.3% |
| Participant deferral / active EE | $6,196 | $4,508+37.4% | $3,852+60.9% | $5,609+10.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |