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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 | $8,327 | $167,362-95.0% | $143,799-94.2% | $134,532-93.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -31.19% | 0.47%-31.7pp | -0.04%-31.1pp | 418.27%-449.5pp |
| Employer contribution / active EE | $2,589 | $5,620-53.9% | $4,952-47.7% | $4,741-45.4% |
| Participant deferral / active EE | $5,859 | $6,447-9.1% | $5,638+3.9% | $6,401-8.5% |
| Admin fee / account holder | $62 | $18,094-99.7% | $14,677-99.6% | $11,429-99.5% |