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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 | $6,759 | $95,917-93.0% | $79,583-91.5% | $134,545-95.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -24.62% | -2.70%-21.9pp | 0.16%-24.8pp | 418.37%-443.0pp |
| Employer contribution / active EE | $1,020 | $3,129-67.4% | $2,414-57.7% | $4,742-78.5% |
| Participant deferral / active EE | $3,199 | $4,694-31.8% | $3,986-19.7% | $6,401-50.0% |
| Admin fee / account holder | $200 | $9,132-97.8% | $6,835-97.1% | $11,431-98.2% |