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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 | $6,104 | $138,102-95.6% | $125,381-95.1% | $134,532-95.5% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -34.00% | 750.73%-784.7pp | 572.31%-606.3pp | 418.27%-452.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,784 | $7,801-25.8% | $7,448-22.3% | $6,401-9.6% |
| Admin fee / account holder | $179 | $11,568-98.5% | $10,007-98.2% | $11,429-98.4% |