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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 | $2,986 | $127,386-97.7% | $115,037-97.4% | $125,393-97.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -12.82% | 31.28%-44.1pp | 26.14%-39.0pp | 282.23%-295.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,697 | $6,423-42.4% | $6,026-38.7% | $5,351-30.9% |
| Admin fee / account holder | $10 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |