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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 | $9,814 | $134,001-92.7% | $112,258-91.3% | $134,509-92.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.61% | 47.15%-73.8pp | 27.47%-54.1pp | 418.13%-444.7pp |
| Employer contribution / active EE | $2,846 | $4,039-29.5% | $3,636-21.7% | $4,741-40.0% |
| Participant deferral / active EE | $4,174 | $5,291-21.1% | $4,728-11.7% | $6,400-34.8% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |