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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 | $13,634 | $82,674-83.5% | $125,381-89.1% | $68,486-80.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -19.82% | -5.97%-13.9pp | 572.31%-592.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,647 | $3,382-51.3% | $4,815-65.8% | $2,597-36.6% |
| Participant deferral / active EE | $4,367 | $6,111-28.5% | $7,448-41.4% | $4,028+8.4% |
| Admin fee / account holder | $280 | $6,277-95.5% | $10,007-97.2% | $5,404-94.8% |