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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 | $9,707 | $138,075-93.0% | $123,552-92.1% | $135,379-92.8% |
| Participation rate | 95.7% | 84.7%+10.9pp | 82.3%+13.4pp | 82.6%+13.0pp |
| Annual return | -15.71% | 153.70%-169.4pp | 119.20%-134.9pp | 519.79%-535.5pp |
| Employer contribution / active EE | $1,871 | $5,152-63.7% | $4,628-59.6% | $4,779-60.8% |
| Participant deferral / active EE | $4,287 | $6,800-36.9% | $6,426-33.3% | $5,609-23.6% |
| Admin fee / account holder | $220 | $10,917-98.0% | $9,285-97.6% | $10,828-98.0% |