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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 | $13,813 | $57,350-75.9% | $83,850-83.5% | $64,181-78.5% |
| Participation rate | 84.0% | 68.6%+15.4pp | 76.1%+7.9pp | 69.6%+14.4pp |
| Annual return | -19.49% | 11.38%-30.9pp | 850.92%-870.4pp | 7.63%-27.1pp |
| Employer contribution / active EE | $6,445 | $2,545+153.2% | $3,631+77.5% | $2,381+170.7% |
| Participant deferral / active EE | $1,375 | $2,993-54.1% | $4,082-66.3% | $3,470-60.4% |
| Admin fee / account holder | $263 | $4,046-93.5% | $5,478-95.2% | $4,887-94.6% |