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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 | $9,060 | $98,776-90.8% | $149,745-93.9% | $79,856-88.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -0.95% | 27.38%-28.3pp | 276.72%-277.7pp | 31.71%-32.7pp |
| Employer contribution / active EE | $2,016 | $3,217-37.3% | $4,646-56.6% | $2,471-18.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $87 | $6,053-98.6% | $9,312-99.1% | $5,306-98.4% |