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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 | $15,527 | $142,392-89.1% | $119,622-87.0% | $134,532-88.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.21% | -12.46%-10.8pp | -14.98%-8.2pp | 418.27%-441.5pp |
| Employer contribution / active EE | $3,350 | $5,224-35.9% | $4,232-20.9% | $4,741-29.3% |
| Participant deferral / active EE | $6,124 | $6,467-5.3% | $5,601+9.4% | $6,401-4.3% |
| Admin fee / account holder | $174 | $13,593-98.7% | $10,328-98.3% | $11,429-98.5% |