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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 | $88,603-95.2% | $69,890-93.9% | $134,545-96.8% |
| Participation rate | 86.7% | 74.9%+11.7pp | 70.5%+16.2pp | 81.2%+5.4pp |
| Annual return | -30.78% | 442.93%-473.7pp | 190.84%-221.6pp | 418.37%-449.1pp |
| Employer contribution / active EE | $776 | $3,236-76.0% | $2,560-69.7% | $4,742-83.6% |
| Participant deferral / active EE | $2,406 | $4,771-49.6% | $3,848-37.5% | $6,401-62.4% |
| Admin fee / account holder | $289 | $10,443-97.2% | $6,267-95.4% | $11,431-97.5% |