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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 | $252,813+98.1% | $227,928+119.8% | $428,746+16.8% |
| Participation rate | 100.0% | 92.6%+7.4pp | 90.5%+9.5pp | 88.2%+11.8pp |
| Annual return | -15.92% | 2.59%-18.5pp | 2.99%-18.9pp | 331.92%-347.8pp |
| Employer contribution / active EE | $0 | $9,687-100.0% | $8,629-100.0% | $8,363-100.0% |
| Participant deferral / active EE | $0 | $5,282-100.0% | $5,154-100.0% | $5,961-100.0% |
| Admin fee / account holder | $0 | $14,812-100.0% | $13,437-100.0% | $31,735-100.0% |