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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 | $12,296 | $127,386-90.3% | $115,037-89.3% | $125,388-90.2% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -11.12% | 31.28%-42.4pp | 26.14%-37.3pp | 282.24%-293.4pp |
| Employer contribution / active EE | $1,845 | $5,166-64.3% | $4,608-60.0% | $4,866-62.1% |
| Participant deferral / active EE | $5,748 | $6,423-10.5% | $6,026-4.6% | $5,352+7.4% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |