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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 | $14,165 | $95,979-85.2% | $74,551-81.0% | $135,380-89.5% |
| Participation rate | 72.2% | 75.7%-3.4pp | 69.1%+3.1pp | 82.6%-10.4pp |
| Annual return | -21.38% | 56.97%-78.3pp | 32.53%-53.9pp | 519.81%-541.2pp |
| Employer contribution / active EE | $1,028 | $2,716-62.2% | $1,961-47.6% | $4,779-78.5% |
| Participant deferral / active EE | $5,653 | $3,844+47.1% | $3,108+81.9% | $5,609+0.8% |
| Admin fee / account holder | $91 | $6,522-98.6% | $5,059-98.2% | $10,828-99.2% |