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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 | $9,466 | $95,917-90.1% | $79,583-88.1% | $134,545-93.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.18% | -2.70%-21.5pp | 0.16%-24.3pp | 418.37%-442.5pp |
| Employer contribution / active EE | $2,663 | $3,129-14.9% | $2,414+10.3% | $4,742-43.8% |
| Participant deferral / active EE | $5,154 | $4,694+9.8% | $3,986+29.3% | $6,401-19.5% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |