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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 | $7,604 | $90,590-91.6% | $90,782-91.6% | $135,380-94.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -64.24% | -3.40%-60.8pp | -3.42%-60.8pp | 519.81%-584.0pp |
| Employer contribution / active EE | $3,134 | $4,352-28.0% | $4,105-23.6% | $4,779-34.4% |
| Participant deferral / active EE | $4,157 | $5,407-23.1% | $5,366-22.5% | $5,609-25.9% |
| Admin fee / account holder | $23 | $7,683-99.7% | $5,908-99.6% | $10,828-99.8% |