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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 | $19,278 | $99,032-80.5% | $80,022-75.9% | $135,379-85.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.79% | 15.39%-26.2pp | 11.22%-22.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $1,881 | $3,043-38.2% | $2,468-23.8% | $4,779-60.6% |
| Participant deferral / active EE | $4,678 | $4,282+9.3% | $3,686+26.9% | $5,609-16.6% |
| Admin fee / account holder | $121 | $10,436-98.8% | $6,521-98.1% | $10,828-98.9% |