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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 | $5,753 | $75,959-92.4% | $154,114-96.3% | $64,181-91.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -13.62% | 30.32%-43.9pp | 735.16%-748.8pp | 7.63%-21.3pp |
| Employer contribution / active EE | $2,041 | $3,350-39.1% | $5,298-61.5% | $2,381-14.3% |
| Participant deferral / active EE | $1,286 | $3,175-59.5% | $5,081-74.7% | $3,470-62.9% |
| Admin fee / account holder | $82 | $5,589-98.5% | $13,411-99.4% | $4,887-98.3% |