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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 | $4,880 | $54,370-91.0% | $82,763-94.1% | $68,490-92.9% |
| Participation rate | 91.4% | 63.9%+27.5pp | 72.6%+18.9pp | 67.9%+23.5pp |
| Annual return | -30.71% | -13.67%-17.0pp | 702.45%-733.2pp | -7.85%-22.9pp |
| Employer contribution / active EE | $1,712 | $2,219-22.8% | $3,008-43.1% | $2,597-34.1% |
| Participant deferral / active EE | $2,587 | $3,247-20.3% | $4,395-41.1% | $4,028-35.8% |
| Admin fee / account holder | $83 | $4,398-98.1% | $5,325-98.4% | $5,403-98.5% |