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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 | $12,683 | $158,852-92.0% | $121,220-89.5% | $135,379-90.6% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.8%+15.7pp | 82.6%+4.9pp |
| Annual return | -13.07% | -0.64%-12.4pp | 16.94%-30.0pp | 519.79%-532.9pp |
| Employer contribution / active EE | $2,166 | $5,666-61.8% | $4,023-46.1% | $4,779-54.7% |
| Participant deferral / active EE | $3,723 | $4,006-7.1% | $3,345+11.3% | $5,609-33.6% |
| Admin fee / account holder | $41 | $6,515-99.4% | $5,021-99.2% | $10,828-99.6% |