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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 | $2,505 | $30,732-91.8% | $59,496-95.8% | $59,633-95.8% |
| Participation rate | 81.8% | 43.2%+38.6pp | 54.6%+27.3pp | 68.7%+13.1pp |
| Annual return | -3.64% | 4.47%-8.1pp | 182.05%-185.7pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $343 | $1,183-71.0% | $1,829-81.2% | $3,192-89.2% |
| Admin fee / account holder | $257 | $2,136-88.0% | $2,232-88.5% | $4,297-94.0% |