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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 | $8,581 | $69,518-87.7% | $59,887-85.7% | $135,379-93.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.92% | 7.95%-19.9pp | 3.46%-15.4pp | 519.79%-531.7pp |
| Employer contribution / active EE | $1,864 | $3,235-42.4% | $2,722-31.5% | $4,779-61.0% |
| Participant deferral / active EE | $3,046 | $4,204-27.5% | $3,402-10.5% | $5,609-45.7% |
| Admin fee / account holder | $32 | $5,734-99.4% | $3,591-99.1% | $10,828-99.7% |