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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 | $5,855 | $39,798-85.3% | $67,704-91.4% | $59,633-90.2% |
| Participation rate | 73.5% | 57.4%+16.2pp | 67.5%+6.0pp | 68.7%+4.9pp |
| Annual return | -7.83% | 89.94%-97.8pp | 25.41%-33.2pp | 2041.45%-2049.3pp |
| Employer contribution / active EE | $903 | $1,393-35.2% | $2,559-64.7% | $2,203-59.0% |
| Participant deferral / active EE | $2,089 | $2,335-10.5% | $3,585-41.7% | $3,192-34.5% |
| Admin fee / account holder | $112 | $3,212-96.5% | $4,255-97.4% | $4,297-97.4% |