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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 | $8,418 | $45,050-81.3% | $63,018-86.6% | $70,126-88.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | -0.23% | 18.76%-19.0pp | 87.62%-87.8pp | 73.15%-73.4pp |
| Employer contribution / active EE | $944 | $2,052-54.0% | $2,761-65.8% | $2,343-59.7% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $173 | $2,834-93.9% | $3,601-95.2% | $4,645-96.3% |