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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 | $7,710 | $167,362-95.4% | $143,799-94.6% | $134,532-94.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.46% | 0.47%-28.9pp | -0.04%-28.4pp | 418.27%-446.7pp |
| Employer contribution / active EE | $1,276 | $5,620-77.3% | $4,952-74.2% | $4,741-73.1% |
| Participant deferral / active EE | $4,361 | $6,447-32.4% | $5,638-22.7% | $6,401-31.9% |
| Admin fee / account holder | $142 | $18,094-99.2% | $14,677-99.0% | $11,429-98.8% |