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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 | $10,064 | $167,362-94.0% | $143,799-93.0% | $134,532-92.5% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -24.50% | 0.47%-25.0pp | -0.04%-24.5pp | 418.27%-442.8pp |
| Employer contribution / active EE | $1,811 | $5,620-67.8% | $4,952-63.4% | $4,741-61.8% |
| Participant deferral / active EE | $5,932 | $6,447-8.0% | $5,638+5.2% | $6,401-7.3% |
| Admin fee / account holder | $17 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |