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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 | $12,491 | $105,866-88.2% | $90,766-86.2% | $134,545-90.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -30.55% | -10.99%-19.6pp | -12.16%-18.4pp | 418.37%-448.9pp |
| Employer contribution / active EE | $3,318 | $3,464-4.2% | $2,922+13.5% | $4,742-30.0% |
| Participant deferral / active EE | $6,041 | $5,217+15.8% | $4,565+32.3% | $6,401-5.6% |
| Admin fee / account holder | $38 | $13,938-99.7% | $8,446-99.6% | $11,431-99.7% |