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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 | $2,615 | $85,790-97.0% | $67,313-96.1% | $135,380-98.1% |
| Participation rate | 72.2% | 76.5%-4.2pp | 69.1%+3.1pp | 82.6%-10.4pp |
| Annual return | -12.53% | -0.54%-12.0pp | -4.08%-8.5pp | 519.81%-532.3pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,485 | $4,651-68.1% | $3,568-58.4% | $5,609-73.5% |
| Admin fee / account holder | $6 | $6,392-99.9% | $4,507-99.9% | $10,828-99.9% |