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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 | $15,560 | $105,861-85.3% | $90,756-82.9% | $134,509-88.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -25.99% | -10.99%-15.0pp | -12.16%-13.8pp | 418.13%-444.1pp |
| Employer contribution / active EE | $1,949 | $3,463-43.7% | $2,922-33.3% | $4,741-58.9% |
| Participant deferral / active EE | $5,795 | $5,217+11.1% | $4,565+26.9% | $6,400-9.5% |
| Admin fee / account holder | $61 | $13,938-99.6% | $8,445-99.3% | $11,427-99.5% |