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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 | $13,951 | $127,387-89.0% | $115,038-87.9% | $125,389-88.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -31.98% | 31.28%-63.3pp | 26.14%-58.1pp | 282.24%-314.2pp |
| Employer contribution / active EE | $4,839 | $5,166-6.3% | $4,608+5.0% | $4,866-0.6% |
| Participant deferral / active EE | $6,172 | $6,423-3.9% | $6,026+2.4% | $5,352+15.3% |
| Admin fee / account holder | $252 | $9,516-97.4% | $8,175-96.9% | $9,541-97.4% |