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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 | $8,291 | $138,078-94.0% | $125,363-93.4% | $134,509-93.8% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -51.73% | 750.49%-802.2pp | 572.15%-623.9pp | 418.13%-469.9pp |
| Employer contribution / active EE | $1,306 | $5,245-75.1% | $4,815-72.9% | $4,741-72.5% |
| Participant deferral / active EE | $5,818 | $7,800-25.4% | $7,447-21.9% | $6,400-9.1% |
| Admin fee / account holder | $7 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |