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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 | $4,528 | $54,357-91.7% | $82,706-94.5% | $68,495-93.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.14% | -13.67%-6.5pp | 701.76%-721.9pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,241 | $2,218-44.1% | $3,007-58.7% | $2,596-52.2% |
| Participant deferral / active EE | $1,870 | $3,246-42.4% | $4,394-57.4% | $4,028-53.6% |
| Admin fee / account holder | $47 | $4,396-98.9% | $5,329-99.1% | $5,403-99.1% |