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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 | $8,056 | $138,075-94.2% | $123,552-93.5% | $135,379-94.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -42.72% | 153.70%-196.4pp | 119.20%-161.9pp | 519.79%-562.5pp |
| Employer contribution / active EE | $2,141 | $5,152-58.4% | $4,628-53.7% | $4,779-55.2% |
| Participant deferral / active EE | $4,852 | $6,800-28.6% | $6,426-24.5% | $5,609-13.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |