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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 | $8,996 | $167,353-94.6% | $143,797-93.7% | $134,545-93.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.99% | 0.48%-21.5pp | -0.04%-21.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $1,485 | $5,620-73.6% | $4,952-70.0% | $4,742-68.7% |
| Participant deferral / active EE | $2,775 | $6,447-57.0% | $5,638-50.8% | $6,401-56.6% |
| Admin fee / account holder | $32 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |