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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 | $16,100 | $176,786-90.9% | $146,643-89.0% | $167,536-90.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | -0.36% | 24.04%-24.4pp | 22.75%-23.1pp | 478.82%-479.2pp |
| Employer contribution / active EE | $4,099 | $5,161-20.6% | $4,137-0.9% | $4,839-15.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $107 | $13,262-99.2% | $10,280-99.0% | $12,315-99.1% |