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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 | $10,203 | $133,981-92.4% | $112,249-90.9% | $134,532-92.4% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -29.39% | 47.16%-76.6pp | 27.48%-56.9pp | 418.27%-447.7pp |
| Employer contribution / active EE | $3,150 | $4,040-22.0% | $3,636-13.4% | $4,741-33.6% |
| Participant deferral / active EE | $4,660 | $5,292-11.9% | $4,729-1.5% | $6,401-27.2% |
| Admin fee / account holder | $67 | $7,492-99.1% | $6,412-99.0% | $11,429-99.4% |