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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 | $4,237 | $152,542-97.2% | $117,498-96.4% | $134,509-96.9% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -29.88% | 53.02%-82.9pp | 29.75%-59.6pp | 418.13%-448.0pp |
| Employer contribution / active EE | $623 | $5,574-88.8% | $4,178-85.1% | $4,741-86.9% |
| Participant deferral / active EE | $1,627 | $4,819-66.2% | $4,071-60.0% | $6,400-74.6% |
| Admin fee / account holder | $89 | $7,006-98.7% | $5,646-98.4% | $11,427-99.2% |