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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 | $12,014 | $167,362-92.8% | $143,799-91.6% | $134,532-91.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -25.23% | 0.47%-25.7pp | -0.04%-25.2pp | 418.27%-443.5pp |
| Employer contribution / active EE | $1,625 | $5,620-71.1% | $4,952-67.2% | $4,741-65.7% |
| Participant deferral / active EE | $3,212 | $6,447-50.2% | $5,638-43.0% | $6,401-49.8% |
| Admin fee / account holder | $68 | $18,094-99.6% | $14,677-99.5% | $11,429-99.4% |