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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 | $13,977 | $57,350-75.6% | $83,850-83.3% | $64,181-78.2% |
| Participation rate | 82.1% | 68.6%+13.5pp | 76.1%+6.0pp | 69.6%+12.6pp |
| Annual return | -15.91% | 11.38%-27.3pp | 850.92%-866.8pp | 7.63%-23.5pp |
| Employer contribution / active EE | $2,773 | $2,545+8.9% | $3,631-23.6% | $2,381+16.5% |
| Participant deferral / active EE | $1,545 | $2,993-48.4% | $4,082-62.2% | $3,470-55.5% |
| Admin fee / account holder | $135 | $4,046-96.7% | $5,478-97.5% | $4,887-97.2% |