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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 | $1,508 | $54,370-97.2% | $82,763-98.2% | $68,490-97.8% |
| Participation rate | 90.6% | 63.9%+26.7pp | 72.6%+18.1pp | 67.9%+22.7pp |
| Annual return | -23.59% | -13.67%-9.9pp | 702.45%-726.0pp | -7.85%-15.7pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,008-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,847 | $3,247-43.1% | $4,395-58.0% | $4,028-54.1% |
| Admin fee / account holder | $240 | $4,398-94.5% | $5,325-95.5% | $5,403-95.6% |