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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 | $15,223 | $180,459-91.6% | $154,108-90.1% | $135,380-88.8% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -13.67% | 888.21%-901.9pp | 735.21%-748.9pp | 519.81%-533.5pp |
| Employer contribution / active EE | $4,094 | $6,035-32.2% | $5,298-22.7% | $4,779-14.3% |
| Participant deferral / active EE | $3,554 | $5,806-38.8% | $5,081-30.1% | $5,609-36.6% |
| Admin fee / account holder | $26 | $16,145-99.8% | $13,411-99.8% | $10,828-99.8% |