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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 | $5,135 | $105,867-95.1% | $90,760-94.3% | $134,532-96.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -34.48% | -10.99%-23.5pp | -12.16%-22.3pp | 418.27%-452.7pp |
| Employer contribution / active EE | $1,346 | $3,464-61.1% | $2,922-53.9% | $4,741-71.6% |
| Participant deferral / active EE | $3,059 | $5,217-41.4% | $4,565-33.0% | $6,401-52.2% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |