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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 | $14,640 | $82,678-82.3% | $125,391-88.3% | $68,490-78.6% |
| Participation rate | 88.9% | 75.1%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -37.49% | -5.97%-31.5pp | 572.41%-609.9pp | -7.85%-29.6pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,239 | $6,111+116.6% | $7,448+77.7% | $4,028+228.7% |
| Admin fee / account holder | $156 | $6,277-97.5% | $10,009-98.4% | $5,403-97.1% |