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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 | $13,913 | $142,392-90.2% | $119,622-88.4% | $134,532-89.7% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -27.66% | -12.46%-15.2pp | -14.98%-12.7pp | 418.27%-445.9pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,211 | $6,467-4.0% | $5,601+10.9% | $6,401-3.0% |
| Admin fee / account holder | $143 | $13,593-98.9% | $10,328-98.6% | $11,429-98.8% |