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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 | $7,825 | $133,981-94.2% | $112,249-93.0% | $134,532-94.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.08% | 47.16%-68.2pp | 27.48%-48.6pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,925 | $4,040-52.3% | $3,636-47.1% | $4,741-59.4% |
| Participant deferral / active EE | $3,385 | $5,292-36.0% | $4,729-28.4% | $6,401-47.1% |
| Admin fee / account holder | $214 | $7,492-97.1% | $6,412-96.7% | $11,429-98.1% |