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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 | $1,021 | $158,827-99.4% | $121,208-99.2% | $135,382-99.2% |
| Participation rate | 90.9% | 79.3%+11.6pp | 71.8%+19.1pp | 82.6%+8.3pp |
| Annual return | -36.23% | -0.64%-35.6pp | 16.93%-53.2pp | 519.77%-556.0pp |
| Employer contribution / active EE | $627 | $5,666-88.9% | $4,023-84.4% | $4,779-86.9% |
| Participant deferral / active EE | $805 | $4,006-79.9% | $3,345-75.9% | $5,609-85.6% |
| Admin fee / account holder | $195 | $6,514-97.0% | $5,020-96.1% | $10,829-98.2% |