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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 | $14,285 | $82,674-82.7% | $125,381-88.6% | $68,486-79.1% |
| Participation rate | 70.4% | 75.1%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -20.00% | -5.97%-14.0pp | 572.31%-592.3pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,577 | $3,382-53.4% | $4,815-67.2% | $2,597-39.3% |
| Participant deferral / active EE | $4,024 | $6,111-34.2% | $7,448-46.0% | $4,028-0.1% |
| Admin fee / account holder | $266 | $6,277-95.8% | $10,007-97.3% | $5,404-95.1% |