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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 | $4,611 | $167,362-97.2% | $143,799-96.8% | $134,532-96.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.98% | 0.47%-22.5pp | -0.04%-21.9pp | 418.27%-440.3pp |
| Employer contribution / active EE | $2,506 | $5,620-55.4% | $4,952-49.4% | $4,741-47.1% |
| Participant deferral / active EE | $4,895 | $6,447-24.1% | $5,638-13.2% | $6,401-23.5% |
| Admin fee / account holder | $139 | $18,094-99.2% | $14,677-99.1% | $11,429-98.8% |