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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 | $23,685 | $181,896-87.0% | $156,551-84.9% | $273,972-91.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -43.82% | 30.74%-74.6pp | 32.23%-76.0pp | 41.46%-85.3pp |
| Employer contribution / active EE | $7,975 | $6,248+27.6% | $5,501+45.0% | $4,869+63.8% |
| Participant deferral / active EE | $7,200 | $5,550+29.7% | $4,871+47.8% | $5,287+36.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |