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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 | $2,340 | $49,177-95.2% | $79,467-97.1% | $64,173-96.4% |
| Participation rate | 96.4% | 65.0%+31.4pp | 73.3%+23.1pp | 69.6%+26.9pp |
| Annual return | -16.35% | -1.16%-15.2pp | 718.30%-734.7pp | 7.63%-24.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,901 | $2,821-32.6% | $3,704-48.7% | $3,470-45.2% |
| Admin fee / account holder | $55 | $3,839-98.6% | $5,104-98.9% | $4,887-98.9% |