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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 | $18,493 | $92,219-79.9% | $76,767-75.9% | $135,380-86.3% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -26.57% | 5.46%-32.0pp | 2.43%-29.0pp | 519.81%-546.4pp |
| Employer contribution / active EE | $4,365 | $3,216+35.7% | $2,485+75.6% | $4,779-8.7% |
| Participant deferral / active EE | $9,657 | $4,508+114.2% | $3,852+150.7% | $5,609+72.2% |
| Admin fee / account holder | $195 | $10,749-98.2% | $6,675-97.1% | $10,828-98.2% |