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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 | $16,049 | $78,694-79.6% | $67,652-76.3% | $125,389-87.2% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -4.24% | 9.46%-13.7pp | 6625.40%-6629.6pp | 282.24%-286.5pp |
| Employer contribution / active EE | $1,843 | $3,044-39.5% | $2,266-18.7% | $4,866-62.1% |
| Participant deferral / active EE | $3,347 | $4,292-22.0% | $3,560-6.0% | $5,352-37.5% |
| Admin fee / account holder | $16 | $7,403-99.8% | $4,821-99.7% | $9,541-99.8% |