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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 | $9,575 | $167,353-94.3% | $143,797-93.3% | $134,545-92.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.53% | 0.48%-25.0pp | -0.04%-24.5pp | 418.37%-442.9pp |
| Employer contribution / active EE | $1,903 | $5,620-66.1% | $4,952-61.6% | $4,742-59.9% |
| Participant deferral / active EE | $2,921 | $6,447-54.7% | $5,638-48.2% | $6,401-54.4% |
| Admin fee / account holder | $89 | $18,096-99.5% | $14,679-99.4% | $11,431-99.2% |