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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 | $9,890 | $167,353-94.1% | $143,797-93.1% | $134,545-92.6% |
| Participation rate | 95.0% | 84.8%+10.2pp | 80.3%+14.7pp | 81.2%+13.8pp |
| Annual return | -23.65% | 0.48%-24.1pp | -0.04%-23.6pp | 418.37%-442.0pp |
| Employer contribution / active EE | $1,689 | $5,620-70.0% | $4,952-65.9% | $4,742-64.4% |
| Participant deferral / active EE | $4,994 | $6,447-22.5% | $5,638-11.4% | $6,401-22.0% |
| Admin fee / account holder | $137 | $18,096-99.2% | $14,679-99.1% | $11,431-98.8% |