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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 | $8,097 | $56,197-85.6% | $67,652-88.0% | $59,633-86.4% |
| Participation rate | 92.6% | 71.5%+21.1pp | 75.7%+16.9pp | 68.7%+23.9pp |
| Annual return | -3.09% | 18508.10%-18511.2pp | 6625.40%-6628.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,788 | $1,615+10.8% | $2,266-21.1% | $2,203-18.8% |
| Participant deferral / active EE | $4,120 | $2,844+44.9% | $3,560+15.7% | $3,192+29.1% |
| Admin fee / account holder | $0 | $3,958-100.0% | $4,821-100.0% | $4,297-100.0% |