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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 | $18,309 | $92,219-80.1% | $76,768-76.1% | $135,379-86.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -12.67% | 5.46%-18.1pp | 2.43%-15.1pp | 519.79%-532.5pp |
| Employer contribution / active EE | $3,985 | $3,216+23.9% | $2,485+60.3% | $4,779-16.6% |
| Participant deferral / active EE | $6,775 | $4,508+50.3% | $3,852+75.9% | $5,609+20.8% |
| Admin fee / account holder | $49 | $10,749-99.5% | $6,675-99.3% | $10,828-99.5% |