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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 | $4,399 | $95,895-95.4% | $79,576-94.5% | $134,509-96.7% |
| Participation rate | 95.0% | 75.0%+20.0pp | 69.5%+25.5pp | 81.2%+13.8pp |
| Annual return | -25.03% | -2.72%-22.3pp | 0.15%-25.2pp | 418.13%-443.2pp |
| Employer contribution / active EE | $929 | $3,128-70.3% | $2,413-61.5% | $4,741-80.4% |
| Participant deferral / active EE | $2,851 | $4,693-39.3% | $3,985-28.5% | $6,400-55.5% |
| Admin fee / account holder | $39 | $9,129-99.6% | $6,834-99.4% | $11,427-99.7% |