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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 | $23,982 | $131,835-81.8% | $108,582-77.9% | $273,972-91.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 1.43% | -91.57%+93.0pp | -51.70%+53.1pp | 41.46%-40.0pp |
| Employer contribution / active EE | $8,982 | $4,913+82.8% | $3,758+139.0% | $4,869+84.5% |
| Participant deferral / active EE | $3,833 | $5,127-25.3% | $4,311-11.1% | $5,287-27.5% |
| Admin fee / account holder | $116 | $10,253-98.9% | $7,645-98.5% | $10,133-98.9% |