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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 | $8,952 | $133,998-93.3% | $112,263-92.0% | $134,545-93.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -23.89% | 47.17%-71.1pp | 27.49%-51.4pp | 418.37%-442.3pp |
| Employer contribution / active EE | $963 | $4,040-76.2% | $3,636-73.5% | $4,742-79.7% |
| Participant deferral / active EE | $1,507 | $5,292-71.5% | $4,729-68.1% | $6,401-76.5% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |