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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 | $17,967 | $138,076-87.0% | $123,553-85.5% | $135,380-86.7% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -18.60% | 153.70%-172.3pp | 119.21%-137.8pp | 519.81%-538.4pp |
| Employer contribution / active EE | $4,289 | $5,152-16.8% | $4,628-7.3% | $4,779-10.3% |
| Participant deferral / active EE | $6,257 | $6,800-8.0% | $6,426-2.6% | $5,609+11.6% |
| Admin fee / account holder | $55 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |