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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 | $11,593 | $135,645-91.5% | $110,243-89.5% | $135,380-91.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -13.52% | 513.24%-526.8pp | 314.76%-328.3pp | 519.81%-533.3pp |
| Employer contribution / active EE | $969 | $4,907-80.3% | $3,827-74.7% | $4,779-79.7% |
| Participant deferral / active EE | $4,129 | $5,507-25.0% | $4,672-11.6% | $5,609-26.4% |
| Admin fee / account holder | $100 | $11,458-99.1% | $8,548-98.8% | $10,828-99.1% |