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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 | $7,824 | $105,867-92.6% | $90,760-91.4% | $134,532-94.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -22.90% | -10.99%-11.9pp | -12.16%-10.7pp | 418.27%-441.2pp |
| Employer contribution / active EE | $2,165 | $3,464-37.5% | $2,922-25.9% | $4,741-54.3% |
| Participant deferral / active EE | $8,532 | $5,217+63.5% | $4,565+86.9% | $6,401+33.3% |
| Admin fee / account holder | $31 | $13,936-99.8% | $8,444-99.6% | $11,429-99.7% |