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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 | $10,782 | $167,352-93.6% | $143,788-92.5% | $134,509-92.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -24.13% | 0.47%-24.6pp | -0.03%-24.1pp | 418.13%-442.3pp |
| Employer contribution / active EE | $1,910 | $5,620-66.0% | $4,952-61.4% | $4,741-59.7% |
| Participant deferral / active EE | $5,025 | $6,447-22.1% | $5,638-10.9% | $6,400-21.5% |
| Admin fee / account holder | $86 | $18,091-99.5% | $14,675-99.4% | $11,427-99.2% |