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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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $500,890 | $252,625+98.3% | $220,144+127.5% | $382,429+31.0% |
| Participation rate | 100.0% | 88.1%+11.9pp | 84.8%+15.2pp | 87.7%+12.3pp |
| Annual return | -15.92% | -1.59%-14.3pp | -0.63%-15.3pp | 248.85%-264.8pp |
| Employer contribution / active EE | $0 | $7,607-100.0% | $6,623-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $4,939-100.0% | $4,718-100.0% | $5,727-100.0% |
| Admin fee / account holder | $0 | $17,846-100.0% | $15,617-100.0% | $30,732-100.0% |