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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 | $13,381 | $78,694-83.0% | $67,652-80.2% | $125,393-89.3% |
| Participation rate | 91.7% | 78.8%+12.9pp | 75.7%+16.0pp | 83.2%+8.5pp |
| Annual return | -3.33% | 9.46%-12.8pp | 6625.04%-6628.4pp | 282.23%-285.6pp |
| Employer contribution / active EE | $1,592 | $3,044-47.7% | $2,266-29.7% | $4,866-67.3% |
| Participant deferral / active EE | $2,853 | $4,292-33.5% | $3,560-19.9% | $5,351-46.7% |
| Admin fee / account holder | $62 | $7,403-99.2% | $4,821-98.7% | $9,541-99.4% |