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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 | $56,044 | $252,625-77.8% | $220,144-74.5% | $382,429-85.3% |
| Participation rate | 87.5% | 88.1%-0.6pp | 84.8%+2.7pp | 87.7%-0.2pp |
| Annual return | -15.49% | -1.59%-13.9pp | -0.63%-14.9pp | 248.85%-264.3pp |
| Employer contribution / active EE | $0 | $7,607-100.0% | $6,623-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,939-100.0% | $4,718-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $17,846-100.0% | $15,617-100.0% | $30,732-100.0% |