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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 | $1,410 | $32,425-95.7% | $74,577-98.1% | $55,167-97.4% |
| Participation rate | 81.9% | 54.0%+27.9pp | 68.1%+13.8pp | 69.0%+12.9pp |
| Annual return | -0.70% | 10.63%-11.3pp | 20.47%-21.2pp | 169.23%-169.9pp |
| Employer contribution / active EE | $390 | $1,043-62.7% | $2,525-84.6% | $1,963-80.1% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $81 | $748-89.2% | $4,138-98.0% | $504-83.9% |