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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 | $7,108 | $106,551-93.3% | $91,225-92.2% | $134,532-94.7% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.2%+18.5pp | 81.2%+10.4pp |
| Annual return | -21.55% | 160.78%-182.3pp | 114.12%-135.7pp | 418.27%-439.8pp |
| Employer contribution / active EE | $656 | $3,331-80.3% | $2,851-77.0% | $4,741-86.2% |
| Participant deferral / active EE | $2,439 | $4,718-48.3% | $4,233-42.4% | $6,401-61.9% |
| Admin fee / account holder | $181 | $6,234-97.1% | $5,422-96.7% | $11,429-98.4% |