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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 | $5,528 | $142,409-96.1% | $119,634-95.4% | $134,545-95.9% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -27.23% | -12.46%-14.8pp | -14.98%-12.3pp | 418.37%-445.6pp |
| Employer contribution / active EE | $2,353 | $5,224-55.0% | $4,232-44.4% | $4,742-50.4% |
| Participant deferral / active EE | $2,353 | $6,468-63.6% | $5,601-58.0% | $6,401-63.2% |
| Admin fee / account holder | $17 | $13,594-99.9% | $10,329-99.8% | $11,431-99.8% |