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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 | $11,683 | $100,805-88.4% | $86,698-86.5% | $134,532-91.3% |
| Participation rate | 78.6% | 79.0%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | -38.07% | 29.09%-67.2pp | 35.95%-74.0pp | 418.27%-456.3pp |
| Employer contribution / active EE | $2,813 | $3,490-19.4% | $2,837-0.8% | $4,741-40.7% |
| Participant deferral / active EE | $5,312 | $5,339-0.5% | $4,656+14.1% | $6,401-17.0% |
| Admin fee / account holder | $143 | $10,925-98.7% | $7,493-98.1% | $11,429-98.7% |