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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 | $20,751 | $211,946-90.2% | $169,452-87.8% | $135,380-84.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -20.39% | 3.26%-23.7pp | 1.83%-22.2pp | 519.81%-540.2pp |
| Employer contribution / active EE | $1,596 | $5,117-68.8% | $4,157-61.6% | $4,779-66.6% |
| Participant deferral / active EE | $9,610 | $6,075+58.2% | $5,277+82.1% | $5,609+71.3% |
| Admin fee / account holder | $217 | $11,472-98.1% | $9,110-97.6% | $10,828-98.0% |