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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 | $12,885 | $94,529-86.4% | $140,019-90.8% | $64,173-79.9% |
| Participation rate | 76.9% | 84.1%-7.2pp | 87.5%-10.6pp | 69.6%+7.4pp |
| Annual return | -17.84% | 7.77%-25.6pp | 651.15%-669.0pp | 7.63%-25.5pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,426 | $5,250+22.4% | $6,927-7.2% | $3,470+85.2% |
| Admin fee / account holder | $51 | $6,741-99.2% | $10,705-99.5% | $4,887-99.0% |