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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 | $7,440 | $49,177-84.9% | $79,466-90.6% | $64,173-88.4% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -11.38% | -1.16%-10.2pp | 718.28%-729.7pp | 7.63%-19.0pp |
| Employer contribution / active EE | $1,410 | $2,076-32.1% | $2,800-49.7% | $2,381-40.8% |
| Participant deferral / active EE | $2,574 | $2,821-8.8% | $3,704-30.5% | $3,470-25.8% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |