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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 | $5,330 | $82,674-93.6% | $125,381-95.7% | $68,486-92.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -25.67% | -5.97%-19.7pp | 572.31%-598.0pp | -7.85%-17.8pp |
| Employer contribution / active EE | $2,348 | $3,382-30.6% | $4,815-51.2% | $2,597-9.6% |
| Participant deferral / active EE | $3,260 | $6,111-46.7% | $7,448-56.2% | $4,028-19.1% |
| Admin fee / account holder | $107 | $6,277-98.3% | $10,007-98.9% | $5,404-98.0% |