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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 | $1,030 | $29,716-96.5% | $56,077-98.2% | $80,925-98.7% |
| Participation rate | 72.4% | 41.7%+30.7pp | 52.5%+19.9pp | 67.7%+4.8pp |
| Annual return | -2.19% | 35.30%-37.5pp | 1709.28%-1711.5pp | 35.65%-37.8pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $340 | $1,228-72.3% | $1,954-82.6% | $4,299-92.1% |
| Admin fee / account holder | $191 | $2,432-92.1% | $2,825-93.2% | $6,940-97.2% |