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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 | $6,582 | $95,188-93.1% | $76,518-91.4% | $135,380-95.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.01% | 4.85%-15.9pp | -0.27%-10.7pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,681 | $3,303-49.1% | $2,647-36.5% | $4,779-64.8% |
| Participant deferral / active EE | $2,798 | $4,640-39.7% | $3,836-27.1% | $5,609-50.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |