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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 | $2,061 | $69,012-97.0% | $160,009-98.7% | $68,486-97.0% |
| Participation rate | 96.8% | 65.4%+31.4pp | 78.0%+18.8pp | 67.9%+28.9pp |
| Annual return | -23.61% | -9.65%-14.0pp | 408.85%-432.5pp | -7.85%-15.8pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,661 | $4,212-60.6% | $6,183-73.1% | $4,028-58.8% |
| Admin fee / account holder | $28 | $4,798-99.4% | $8,715-99.7% | $5,404-99.5% |