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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 | $9,599 | $168,635-94.3% | $147,617-93.5% | $125,389-92.3% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -15.12% | 77.65%-92.8pp | 61.98%-77.1pp | 282.24%-297.4pp |
| Employer contribution / active EE | $1,320 | $6,252-78.9% | $5,564-76.3% | $4,866-72.9% |
| Participant deferral / active EE | $3,942 | $5,507-28.4% | $4,895-19.5% | $5,352-26.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |