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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 | $12,798 | $127,096-89.9% | $105,736-87.9% | $135,380-90.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -13.55% | 4.49%-18.0pp | 6.27%-19.8pp | 519.81%-533.4pp |
| Employer contribution / active EE | $2,453 | $4,107-40.3% | $3,268-24.9% | $4,779-48.7% |
| Participant deferral / active EE | $3,500 | $5,064-30.9% | $4,080-14.2% | $5,609-37.6% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |