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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 | $3,527 | $82,324-95.7% | $68,803-94.9% | $134,545-97.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -26.44% | -2.17%-24.3pp | -6.37%-20.1pp | 418.37%-444.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,656-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,106 | $4,740-13.4% | $3,942+4.2% | $6,401-35.9% |
| Admin fee / account holder | $115 | $6,485-98.2% | $4,936-97.7% | $11,431-99.0% |