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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 | $19,070 | $77,816-75.5% | $123,552-84.6% | $64,173-70.3% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+11.9pp |
| Annual return | -11.59% | 12.49%-24.1pp | 119.20%-130.8pp | 7.63%-19.2pp |
| Employer contribution / active EE | $3,490 | $3,014+15.8% | $4,628-24.6% | $2,381+46.6% |
| Participant deferral / active EE | $7,185 | $5,240+37.1% | $6,426+11.8% | $3,470+107.1% |
| Admin fee / account holder | $65 | $5,519-98.8% | $9,285-99.3% | $4,887-98.7% |