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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 | $25,601 | $83,485-69.3% | $125,192-79.6% | $72,975-64.9% |
| Participation rate | 98.6% | 73.3%+25.3pp | 79.8%+18.8pp | 69.5%+29.1pp |
| Annual return | -17.29% | 25.77%-43.1pp | 43.79%-61.1pp | 81.01%-98.3pp |
| Employer contribution / active EE | $4,238 | $2,346+80.7% | $3,866+9.6% | $2,440+73.7% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,704-100.0% | $5,124-100.0% |