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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 | $13,398 | $82,674-83.8% | $125,381-89.3% | $68,486-80.4% |
| Participation rate | 81.2% | 75.1%+6.1pp | 82.4%-1.2pp | 67.9%+13.3pp |
| Annual return | -21.13% | -5.97%-15.2pp | 572.31%-593.4pp | -7.85%-13.3pp |
| Employer contribution / active EE | $2,296 | $3,382-32.1% | $4,815-52.3% | $2,597-11.6% |
| Participant deferral / active EE | $4,409 | $6,111-27.8% | $7,448-40.8% | $4,028+9.5% |
| Admin fee / account holder | $85 | $6,277-98.7% | $10,007-99.2% | $5,404-98.4% |