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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 | $16,347 | $138,075-88.2% | $123,552-86.8% | $135,379-87.9% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -10.45% | 153.70%-164.2pp | 119.20%-129.7pp | 519.79%-530.2pp |
| Employer contribution / active EE | $2,566 | $5,152-50.2% | $4,628-44.6% | $4,779-46.3% |
| Participant deferral / active EE | $6,301 | $6,800-7.3% | $6,426-1.9% | $5,609+12.3% |
| Admin fee / account holder | $25 | $10,917-99.8% | $9,285-99.7% | $10,828-99.8% |