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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 | $5,172 | $133,998-96.1% | $112,263-95.4% | $134,545-96.2% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -35.33% | 47.17%-82.5pp | 27.49%-62.8pp | 418.37%-453.7pp |
| Employer contribution / active EE | $1,140 | $4,040-71.8% | $3,636-68.6% | $4,742-76.0% |
| Participant deferral / active EE | $1,809 | $5,292-65.8% | $4,729-61.7% | $6,401-71.7% |
| Admin fee / account holder | $180 | $7,493-97.6% | $6,410-97.2% | $11,431-98.4% |