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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 | $16,922 | $131,835-87.2% | $108,582-84.4% | $273,972-93.8% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | -48.47% | -91.57%+43.1pp | -51.70%+3.2pp | 41.46%-89.9pp |
| Employer contribution / active EE | $7,663 | $4,913+56.0% | $3,758+103.9% | $4,869+57.4% |
| Participant deferral / active EE | $4,803 | $5,127-6.3% | $4,311+11.4% | $5,287-9.2% |
| Admin fee / account holder | $252 | $10,253-97.5% | $7,645-96.7% | $10,133-97.5% |