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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 | $11,229 | $75,962-85.2% | $154,108-92.7% | $64,173-82.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -10.16% | 30.32%-40.5pp | 735.21%-745.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $2,316 | $3,350-30.9% | $5,298-56.3% | $2,381-2.7% |
| Participant deferral / active EE | $888 | $3,175-72.0% | $5,081-82.5% | $3,470-74.4% |
| Admin fee / account holder | $283 | $5,589-94.9% | $13,411-97.9% | $4,887-94.2% |