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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 | $12,481 | $92,219-86.5% | $76,766-83.7% | $135,382-90.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -22.48% | 5.46%-27.9pp | 2.43%-24.9pp | 519.77%-542.3pp |
| Employer contribution / active EE | $1,761 | $3,216-45.2% | $2,485-29.1% | $4,779-63.2% |
| Participant deferral / active EE | $9,844 | $4,508+118.3% | $3,851+155.6% | $5,609+75.5% |
| Admin fee / account holder | $31 | $10,749-99.7% | $6,675-99.5% | $10,829-99.7% |