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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 | $10,348 | $49,177-79.0% | $79,467-87.0% | $64,173-83.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -8.96% | -1.16%-7.8pp | 718.30%-727.3pp | 7.63%-16.6pp |
| Employer contribution / active EE | $417 | $2,076-79.9% | $2,800-85.1% | $2,381-82.5% |
| Participant deferral / active EE | $1,179 | $2,821-58.2% | $3,704-68.2% | $3,470-66.0% |
| Admin fee / account holder | $170 | $3,839-95.6% | $5,104-96.7% | $4,887-96.5% |