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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 | $2,398 | $50,958-95.3% | $74,552-96.8% | $64,181-96.3% |
| Participation rate | 90.3% | 61.1%+29.3pp | 69.1%+21.2pp | 69.6%+20.8pp |
| Annual return | -14.97% | -1.86%-13.1pp | 32.53%-47.5pp | 7.63%-22.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,814 | $2,301-21.2% | $3,108-41.6% | $3,470-47.7% |
| Admin fee / account holder | $27 | $4,223-99.4% | $5,060-99.5% | $4,887-99.4% |