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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 | $4,940 | $95,188-94.8% | $76,518-93.5% | $135,380-96.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -12.40% | 4.85%-17.3pp | -0.27%-12.1pp | 519.81%-532.2pp |
| Employer contribution / active EE | $405 | $3,303-87.7% | $2,647-84.7% | $4,779-91.5% |
| Participant deferral / active EE | $2,939 | $4,640-36.7% | $3,836-23.4% | $5,609-47.6% |
| Admin fee / account holder | $13 | $6,249-99.8% | $4,849-99.7% | $10,828-99.9% |