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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 | $4,543 | $138,075-96.7% | $123,552-96.3% | $135,379-96.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -21.45% | 153.70%-175.1pp | 119.20%-140.6pp | 519.79%-541.2pp |
| Employer contribution / active EE | $1,467 | $5,152-71.5% | $4,628-68.3% | $4,779-69.3% |
| Participant deferral / active EE | $2,413 | $6,800-64.5% | $6,426-62.4% | $5,609-57.0% |
| Admin fee / account holder | $7 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |