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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 | $11,734 | $92,219-87.3% | $76,766-84.7% | $135,382-91.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -15.48% | 5.46%-20.9pp | 2.43%-17.9pp | 519.77%-535.2pp |
| Employer contribution / active EE | $1,527 | $3,216-52.5% | $2,485-38.5% | $4,779-68.0% |
| Participant deferral / active EE | $3,434 | $4,508-23.8% | $3,851-10.8% | $5,609-38.8% |
| Admin fee / account holder | $154 | $10,749-98.6% | $6,675-97.7% | $10,829-98.6% |