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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 | $23,171 | $168,635-86.3% | $147,617-84.3% | $125,389-81.5% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -9.77% | 77.65%-87.4pp | 61.98%-71.7pp | 282.24%-292.0pp |
| Employer contribution / active EE | $6,196 | $6,252-0.9% | $5,564+11.4% | $4,866+27.3% |
| Participant deferral / active EE | $2,854 | $5,507-48.2% | $4,895-41.7% | $5,352-46.7% |
| Admin fee / account holder | $55 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |