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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 | $10,105 | $100,792-90.0% | $86,691-88.3% | $134,509-92.5% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -22.84% | 29.08%-51.9pp | 35.94%-58.8pp | 418.13%-441.0pp |
| Employer contribution / active EE | $2,465 | $3,491-29.4% | $2,837-13.1% | $4,741-48.0% |
| Participant deferral / active EE | $2,819 | $5,339-47.2% | $4,656-39.4% | $6,400-55.9% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |