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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 | $13,445 | $167,352-92.0% | $143,788-90.6% | $134,509-90.0% |
| Participation rate | 70.8% | 84.8%-14.0pp | 80.3%-9.5pp | 81.2%-10.4pp |
| Annual return | -23.42% | 0.47%-23.9pp | -0.03%-23.4pp | 418.13%-441.6pp |
| Employer contribution / active EE | $2,567 | $5,620-54.3% | $4,952-48.2% | $4,741-45.9% |
| Participant deferral / active EE | $4,574 | $6,447-29.1% | $5,638-18.9% | $6,400-28.5% |
| Admin fee / account holder | $63 | $18,091-99.6% | $14,675-99.6% | $11,427-99.4% |