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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 | $89,273 | $118,150-24.4% | $111,575-20.0% | $237,064-62.3% |
| Participation rate | 93.3% | 28.1%+65.2pp | 8.4%+85.0pp | 45.6%+47.7pp |
| Annual return | -0.35% | 34.58%-34.9pp | 18.87%-19.2pp | 4.16%-4.5pp |
| Employer contribution / active EE | $32,455 | $32,305+0.5% | $19,828+63.7% | $42,918-24.4% |
| Participant deferral / active EE | $0 | $88-100.0% | $68-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $350-100.0% | $262-100.0% | $21,465-100.0% |