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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 | $12,300 | $142,409-91.4% | $119,634-89.7% | $134,545-90.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.97% | -12.46%-9.5pp | -14.98%-7.0pp | 418.37%-440.3pp |
| Employer contribution / active EE | $1,926 | $5,224-63.1% | $4,232-54.5% | $4,742-59.4% |
| Participant deferral / active EE | $6,512 | $6,468+0.7% | $5,601+16.3% | $6,401+1.7% |
| Admin fee / account holder | $20 | $13,594-99.9% | $10,329-99.8% | $11,431-99.8% |