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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 | $9,724 | $127,096-92.3% | $105,736-90.8% | $135,380-92.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -23.74% | 4.49%-28.2pp | 6.27%-30.0pp | 519.81%-543.5pp |
| Employer contribution / active EE | $3,085 | $4,107-24.9% | $3,268-5.6% | $4,779-35.4% |
| Participant deferral / active EE | $6,057 | $5,064+19.6% | $4,080+48.5% | $5,609+8.0% |
| Admin fee / account holder | $33 | $9,087-99.6% | $6,913-99.5% | $10,828-99.7% |