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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 | $9,329 | $87,542-89.3% | $75,782-87.7% | $125,393-92.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.21% | 13.48%-18.7pp | 9.68%-14.9pp | 282.23%-287.4pp |
| Employer contribution / active EE | $1,582 | $3,930-59.8% | $3,323-52.4% | $4,866-67.5% |
| Participant deferral / active EE | $3,790 | $4,229-10.4% | $3,652+3.8% | $5,351-29.2% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |