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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 | $4,266 | $88,596-95.2% | $70,093-93.9% | $134,493-96.8% |
| Participation rate | 86.7% | 74.9%+11.7pp | 70.5%+16.2pp | 81.2%+5.4pp |
| Annual return | -30.78% | 442.67%-473.4pp | 190.73%-221.5pp | 418.01%-448.8pp |
| Employer contribution / active EE | $776 | $3,235-76.0% | $2,560-69.7% | $4,740-83.6% |
| Participant deferral / active EE | $2,406 | $4,772-49.6% | $3,849-37.5% | $6,400-62.4% |
| Admin fee / account holder | $289 | $10,441-97.2% | $6,267-95.4% | $11,425-97.5% |