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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 | $10,825 | $75,832-85.7% | $147,617-92.7% | $59,633-81.8% |
| Participation rate | 92.6% | 71.6%+21.0pp | 84.6%+7.9pp | 68.7%+23.9pp |
| Annual return | -3.56% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,842 | $3,485-47.1% | $5,564-66.9% | $2,203-16.4% |
| Participant deferral / active EE | $2,706 | $3,131-13.6% | $4,895-44.7% | $3,192-15.2% |
| Admin fee / account holder | $256 | $5,986-95.7% | $11,612-97.8% | $4,297-94.1% |