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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 | $20,984 | $153,769-86.4% | $133,975-84.3% | $273,972-92.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -49.61% | 36.51%-86.1pp | 29.29%-78.9pp | 41.46%-91.1pp |
| Employer contribution / active EE | $1,282 | $6,029-78.7% | $5,211-75.4% | $4,869-73.7% |
| Participant deferral / active EE | $6,999 | $6,958+0.6% | $6,282+11.4% | $5,287+32.4% |
| Admin fee / account holder | $127 | $11,765-98.9% | $9,324-98.6% | $10,133-98.7% |