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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 | $23,494 | $167,522-86.0% | $151,639-84.5% | $134,532-82.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.24% | 7.81%-34.0pp | 3.34%-29.6pp | 418.27%-444.5pp |
| Employer contribution / active EE | $2,511 | $6,828-63.2% | $6,165-59.3% | $4,741-47.0% |
| Participant deferral / active EE | $7,678 | $8,986-14.6% | $8,363-8.2% | $6,401+19.9% |
| Admin fee / account holder | $15 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |