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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 | $19,565 | $138,076-85.8% | $123,553-84.2% | $135,380-85.5% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -9.65% | 153.70%-163.3pp | 119.21%-128.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $2,330 | $5,152-54.8% | $4,628-49.7% | $4,779-51.3% |
| Participant deferral / active EE | $4,685 | $6,800-31.1% | $6,426-27.1% | $5,609-16.5% |
| Admin fee / account holder | $11 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |