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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 | $18,005 | $61,660-70.8% | $80,022-77.5% | $64,173-71.9% |
| Participation rate | 93.1% | 71.7%+21.4pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | -49.74% | -0.33%-49.4pp | 11.22%-61.0pp | 7.63%-57.4pp |
| Employer contribution / active EE | $5,498 | $1,810+203.7% | $2,468+122.8% | $2,381+130.9% |
| Participant deferral / active EE | $10,487 | $2,968+253.4% | $3,686+184.5% | $3,470+202.3% |
| Admin fee / account holder | $49 | $5,417-99.1% | $6,521-99.3% | $4,887-99.0% |