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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 | $10,705 | $95,188-88.8% | $76,518-86.0% | $135,379-92.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -20.73% | 4.85%-25.6pp | -0.27%-20.5pp | 519.79%-540.5pp |
| Employer contribution / active EE | $2,976 | $3,303-9.9% | $2,647+12.4% | $4,779-37.7% |
| Participant deferral / active EE | $6,611 | $4,640+42.5% | $3,836+72.4% | $5,609+17.9% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,849-99.7% | $10,828-99.9% |