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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 | $11,844 | $75,959-84.4% | $154,114-92.3% | $64,181-81.5% |
| Participation rate | 89.5% | 70.4%+19.1pp | 83.0%+6.4pp | 69.6%+19.9pp |
| Annual return | -8.05% | 30.32%-38.4pp | 735.16%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,881 | $3,350-43.9% | $5,298-64.5% | $2,381-21.0% |
| Participant deferral / active EE | $1,673 | $3,175-47.3% | $5,081-67.1% | $3,470-51.8% |
| Admin fee / account holder | $169 | $5,589-97.0% | $13,411-98.7% | $4,887-96.6% |