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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 | $6,281 | $77,638-91.9% | $156,551-96.0% | $62,881-90.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.31% | 50.33%-51.6pp | 32.23%-33.5pp | 20.14%-21.5pp |
| Employer contribution / active EE | $1,053 | $3,444-69.4% | $5,501-80.9% | $2,281-53.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $228 | $5,561-95.9% | $13,028-98.2% | $4,296-94.7% |