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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 | $9,006 | $154,193-94.2% | $130,045-93.1% | $139,466-93.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 8.94% | 32.51%-23.6pp | -137.30%+146.2pp | 373.66%-364.7pp |
| Employer contribution / active EE | $1,906 | $5,292-64.0% | $4,321-55.9% | $4,754-59.9% |
| Participant deferral / active EE | $3,850 | $6,709-42.6% | $5,820-33.9% | $6,712-42.6% |
| Admin fee / account holder | $16 | $13,989-99.9% | $10,600-99.9% | $11,409-99.9% |