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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 | $8,719 | $138,076-93.7% | $123,553-92.9% | $135,380-93.6% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -9.36% | 153.70%-163.1pp | 119.21%-128.6pp | 519.81%-529.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,750 | $6,800-59.6% | $6,426-57.2% | $5,609-51.0% |
| Admin fee / account holder | $42 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |