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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 | $6,468 | $39,798-83.7% | $67,704-90.4% | $59,633-89.2% |
| Participation rate | 93.5% | 57.4%+36.2pp | 67.5%+26.0pp | 68.7%+24.9pp |
| Annual return | -7.43% | 89.94%-97.4pp | 25.41%-32.8pp | 2041.45%-2048.9pp |
| Employer contribution / active EE | $1,613 | $1,393+15.8% | $2,559-37.0% | $2,203-26.8% |
| Participant deferral / active EE | $2,650 | $2,335+13.5% | $3,585-26.1% | $3,192-17.0% |
| Admin fee / account holder | $239 | $3,212-92.6% | $4,255-94.4% | $4,297-94.4% |