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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 | $18,015 | $138,072-87.0% | $123,549-85.4% | $135,382-86.7% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -10.43% | 153.69%-164.1pp | 119.20%-129.6pp | 519.77%-530.2pp |
| Employer contribution / active EE | $1,291 | $5,152-74.9% | $4,628-72.1% | $4,779-73.0% |
| Participant deferral / active EE | $4,635 | $6,799-31.8% | $6,426-27.9% | $5,609-17.4% |
| Admin fee / account holder | $18 | $10,917-99.8% | $9,284-99.8% | $10,829-99.8% |