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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 | $95,917-95.5% | $79,583-94.5% | $134,545-96.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -20.97% | -2.70%-18.3pp | 0.16%-21.1pp | 418.37%-439.3pp |
| Employer contribution / active EE | $1,056 | $3,129-66.3% | $2,414-56.3% | $4,742-77.7% |
| Participant deferral / active EE | $1,813 | $4,694-61.4% | $3,986-54.5% | $6,401-71.7% |
| Admin fee / account holder | $18 | $9,132-99.8% | $6,835-99.7% | $11,431-99.8% |