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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 | $206,438 | $224,372-8.0% | $219,333-5.9% | $222,458-7.2% |
| Participation rate | 100.0% | 47.3%+52.7pp | 42.3%+57.7pp | 48.7%+51.3pp |
| Annual return | -4.79% | -2.14%-2.7pp | -2.01%-2.8pp | -2.16%-2.6pp |
| Employer contribution / active EE | $143,174 | $37,296+283.9% | $34,453+315.6% | $42,949+233.4% |
| Participant deferral / active EE | $0 | $32-100.0% | $34-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $5,081-100.0% | $5,362-100.0% | $12,572-100.0% |