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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 | $4,055 | $134,001-97.0% | $112,258-96.4% | $134,509-97.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -50.70% | 47.15%-97.9pp | 27.47%-78.2pp | 418.13%-468.8pp |
| Employer contribution / active EE | $1,804 | $4,039-55.3% | $3,636-50.4% | $4,741-61.9% |
| Participant deferral / active EE | $1,920 | $5,291-63.7% | $4,728-59.4% | $6,400-70.0% |
| Admin fee / account holder | $277 | $7,491-96.3% | $6,411-95.7% | $11,427-97.6% |