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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 | $18,641 | $135,645-86.3% | $110,243-83.1% | $135,379-86.2% |
| Participation rate | 76.9% | 83.5%-6.5pp | 79.8%-2.9pp | 82.6%-5.7pp |
| Annual return | -10.94% | 513.24%-524.2pp | 314.76%-325.7pp | 519.79%-530.7pp |
| Employer contribution / active EE | $1,773 | $4,907-63.9% | $3,827-53.7% | $4,779-62.9% |
| Participant deferral / active EE | $4,286 | $5,507-22.2% | $4,672-8.3% | $5,609-23.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |