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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 | $7,067 | $85,766-91.8% | $136,298-94.8% | $70,126-89.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | -10.87% | 31.46%-42.3pp | 5156.27%-5167.1pp | 73.15%-84.0pp |
| Employer contribution / active EE | $1,148 | $2,966-61.3% | $4,696-75.6% | $2,343-51.0% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $193 | $5,421-96.4% | $9,244-97.9% | $4,645-95.8% |