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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 | $3,693 | $87,546-95.8% | $75,784-95.1% | $125,389-97.1% |
| Participation rate | 84.6% | 80.2%+4.4pp | 75.8%+8.8pp | 83.2%+1.4pp |
| Annual return | -5.34% | 13.49%-18.8pp | 9.68%-15.0pp | 282.24%-287.6pp |
| Employer contribution / active EE | $5,432 | $3,930+38.2% | $3,323+63.4% | $4,866+11.6% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $70 | $6,503-98.9% | $5,300-98.7% | $9,541-99.3% |