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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 | $14,023 | $167,353-91.6% | $143,797-90.2% | $134,545-89.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -21.60% | 0.48%-22.1pp | -0.04%-21.6pp | 418.37%-440.0pp |
| Employer contribution / active EE | $2,027 | $5,620-63.9% | $4,952-59.1% | $4,742-57.3% |
| Participant deferral / active EE | $2,791 | $6,447-56.7% | $5,638-50.5% | $6,401-56.4% |
| Admin fee / account holder | $17 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |