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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 | $17,822 | $135,645-86.9% | $110,243-83.8% | $135,380-86.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -14.39% | 513.24%-527.6pp | 314.76%-329.2pp | 519.81%-534.2pp |
| Employer contribution / active EE | $2,546 | $4,907-48.1% | $3,827-33.5% | $4,779-46.7% |
| Participant deferral / active EE | $5,873 | $5,507+6.6% | $4,672+25.7% | $5,609+4.7% |
| Admin fee / account holder | $74 | $11,458-99.4% | $8,548-99.1% | $10,828-99.3% |