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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 | $8,360 | $86,288-90.3% | $111,306-92.5% | $85,851-90.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -0.20% | 19.99%-20.2pp | 54.67%-54.9pp | 318.63%-318.8pp |
| Employer contribution / active EE | $3,242 | $2,044+58.7% | $2,732+18.7% | $2,565+26.4% |
| Participant deferral / active EE | $3,640 | $3,6410% | $4,488-18.9% | $3,952-7.9% |
| Admin fee / account holder | $0 | $8,189-100.0% | $7,966-100.0% | $6,261-100.0% |