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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 | $5,347 | $105,867-94.9% | $90,760-94.1% | $134,532-96.0% |
| Participation rate | 73.9% | 78.3%-4.3pp | 75.7%-1.8pp | 81.2%-7.3pp |
| Annual return | -26.78% | -10.99%-15.8pp | -12.16%-14.6pp | 418.27%-445.1pp |
| Employer contribution / active EE | $1,076 | $3,464-68.9% | $2,922-63.2% | $4,741-77.3% |
| Participant deferral / active EE | $1,694 | $5,217-67.5% | $4,565-62.9% | $6,401-73.5% |
| Admin fee / account holder | $270 | $13,936-98.1% | $8,444-96.8% | $11,429-97.6% |