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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 | $4,362 | $95,895-95.5% | $79,576-94.5% | $134,509-96.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -20.97% | -2.72%-18.2pp | 0.15%-21.1pp | 418.13%-439.1pp |
| Employer contribution / active EE | $1,056 | $3,128-66.3% | $2,413-56.3% | $4,741-77.7% |
| Participant deferral / active EE | $1,813 | $4,693-61.4% | $3,985-54.5% | $6,400-71.7% |
| Admin fee / account holder | $18 | $9,129-99.8% | $6,834-99.7% | $11,427-99.8% |