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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 | $6,768 | $100,805-93.3% | $86,698-92.2% | $134,532-95.0% |
| Participation rate | 70.6% | 79.0%-8.4pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | -23.57% | 29.09%-52.7pp | 35.95%-59.5pp | 418.27%-441.8pp |
| Employer contribution / active EE | $1,381 | $3,490-60.4% | $2,837-51.3% | $4,741-70.9% |
| Participant deferral / active EE | $1,824 | $5,339-65.8% | $4,656-60.8% | $6,401-71.5% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |