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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 | $2,010 | $107,806-98.1% | $90,655-97.8% | $135,382-98.5% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.0%+1.0pp | 82.6%-7.6pp |
| Annual return | -34.47% | -0.90%-33.6pp | 1.89%-36.4pp | 519.77%-554.2pp |
| Employer contribution / active EE | $930 | $3,018-69.2% | $2,532-63.3% | $4,779-80.5% |
| Participant deferral / active EE | $1,208 | $3,872-68.8% | $3,425-64.7% | $5,609-78.5% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,829-100.0% |