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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 | $10,743 | $167,353-93.6% | $143,797-92.5% | $134,545-92.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -21.49% | 0.48%-22.0pp | -0.04%-21.4pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,787 | $5,620-68.2% | $4,952-63.9% | $4,742-62.3% |
| Participant deferral / active EE | $4,865 | $6,447-24.5% | $5,638-13.7% | $6,401-24.0% |
| Admin fee / account holder | $198 | $18,096-98.9% | $14,679-98.7% | $11,431-98.3% |