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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 | $22,035 | $168,636-86.9% | $147,618-85.1% | $125,388-82.4% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -5.12% | 77.65%-82.8pp | 61.98%-67.1pp | 282.24%-287.4pp |
| Employer contribution / active EE | $4,314 | $6,252-31.0% | $5,565-22.5% | $4,866-11.3% |
| Participant deferral / active EE | $4,341 | $5,507-21.2% | $4,895-11.3% | $5,352-18.9% |
| Admin fee / account holder | $300 | $13,580-97.8% | $11,612-97.4% | $9,541-96.9% |