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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 | $8,476 | $73,863-88.5% | $143,797-94.1% | $68,490-87.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.37% | 0.91%-22.3pp | -0.04%-21.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $9,169 | $3,185+187.9% | $4,952+85.1% | $2,597+253.1% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5 | $5,756-99.9% | $14,679-100.0% | $5,403-99.9% |