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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 | $9,749 | $100,805-90.3% | $86,698-88.8% | $134,532-92.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -22.48% | 29.09%-51.6pp | 35.95%-58.4pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,901 | $3,490-45.5% | $2,837-33.0% | $4,741-59.9% |
| Participant deferral / active EE | $3,622 | $5,339-32.2% | $4,656-22.2% | $6,401-43.4% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |