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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 | $25,941 | $162,785-84.1% | $133,959-80.6% | $158,950-83.7% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | -18.55% | 41.94%-60.5pp | 45.09%-63.6pp | 302.91%-321.5pp |
| Employer contribution / active EE | $5,994 | $4,975+20.5% | $3,919+53.0% | $4,762+25.9% |
| Participant deferral / active EE | $6,774 | $5,910+14.6% | $5,047+34.2% | $5,983+13.2% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |