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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 | $15,847 | $142,392-88.9% | $119,622-86.8% | $134,532-88.2% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -20.43% | -12.46%-8.0pp | -14.98%-5.4pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,054 | $5,224-60.7% | $4,232-51.5% | $4,741-56.7% |
| Participant deferral / active EE | $2,285 | $6,467-64.7% | $5,601-59.2% | $6,401-64.3% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |