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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 | $5,674 | $134,001-95.8% | $112,258-94.9% | $134,509-95.8% |
| Participation rate | 94.4% | 78.6%+15.9pp | 75.1%+19.4pp | 81.2%+13.2pp |
| Annual return | -29.45% | 47.15%-76.6pp | 27.47%-56.9pp | 418.13%-447.6pp |
| Employer contribution / active EE | $1,237 | $4,039-69.4% | $3,636-66.0% | $4,741-73.9% |
| Participant deferral / active EE | $3,810 | $5,291-28.0% | $4,728-19.4% | $6,400-40.5% |
| Admin fee / account holder | $285 | $7,491-96.2% | $6,411-95.6% | $11,427-97.5% |