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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 | $11,282 | $77,817-85.5% | $123,553-90.9% | $64,173-82.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -18.92% | 12.49%-31.4pp | 119.21%-138.1pp | 7.63%-26.6pp |
| Employer contribution / active EE | $3,109 | $3,014+3.1% | $4,628-32.8% | $2,381+30.6% |
| Participant deferral / active EE | $8,956 | $5,240+70.9% | $6,426+39.4% | $3,470+158.1% |
| Admin fee / account holder | $1 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |