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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 | $9,416 | $92,219-89.8% | $76,767-87.7% | $135,380-93.0% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -18.34% | 5.46%-23.8pp | 2.43%-20.8pp | 519.81%-538.1pp |
| Employer contribution / active EE | $4,873 | $3,216+51.5% | $2,485+96.1% | $4,779+2.0% |
| Participant deferral / active EE | $2,148 | $4,508-52.4% | $3,852-44.2% | $5,609-61.7% |
| Admin fee / account holder | $15 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |