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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 | $5,223 | $73,863-92.9% | $143,797-96.4% | $68,490-92.4% |
| Participation rate | 79.6% | 66.7%+12.9pp | 80.3%-0.7pp | 67.9%+11.7pp |
| Annual return | -25.93% | 0.91%-26.8pp | -0.04%-25.9pp | -7.85%-18.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,431 | $3,385+1.4% | $5,638-39.2% | $4,028-14.8% |
| Admin fee / account holder | $100 | $5,756-98.3% | $14,679-99.3% | $5,403-98.2% |