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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 | $1,913 | $40,275-95.3% | $57,356-96.7% | $59,633-96.8% |
| Participation rate | 78.5% | 69.1%+9.3pp | 75.1%+3.4pp | 68.7%+9.8pp |
| Annual return | -3.46% | 27.52%-31.0pp | 24.41%-27.9pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $856 | $2,400-64.3% | $3,162-72.9% | $3,192-73.2% |
| Admin fee / account holder | $60 | $2,820-97.9% | $3,357-98.2% | $4,297-98.6% |