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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 | $2,242 | $27,639-91.9% | $61,501-96.4% | $68,490-96.7% |
| Participation rate | 82.8% | 39.5%+43.3pp | 52.6%+30.2pp | 67.9%+14.9pp |
| Annual return | -27.56% | -13.19%-14.4pp | 339.04%-366.6pp | -7.85%-19.7pp |
| Employer contribution / active EE | $740 | $696+6.3% | $1,160-36.2% | $2,597-71.5% |
| Participant deferral / active EE | $893 | $1,264-29.4% | $2,125-58.0% | $4,028-77.8% |
| Admin fee / account holder | $82 | $2,012-95.9% | $2,132-96.1% | $5,403-98.5% |