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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 | $4,673 | $95,975-95.1% | $74,552-93.7% | $135,382-96.5% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -13.72% | 56.96%-70.7pp | 32.53%-46.3pp | 519.77%-533.5pp |
| Employer contribution / active EE | $362 | $2,716-86.7% | $1,961-81.5% | $4,779-92.4% |
| Participant deferral / active EE | $1,474 | $3,844-61.7% | $3,108-52.6% | $5,609-73.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |