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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 | $16,160 | $138,072-88.3% | $123,549-86.9% | $135,382-88.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.02% | 153.69%-171.7pp | 119.20%-137.2pp | 519.77%-537.8pp |
| Employer contribution / active EE | $5,607 | $5,152+8.8% | $4,628+21.2% | $4,779+17.3% |
| Participant deferral / active EE | $3,532 | $6,799-48.0% | $6,426-45.0% | $5,609-37.0% |
| Admin fee / account holder | $284 | $10,917-97.4% | $9,284-96.9% | $10,829-97.4% |