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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 | $2,996 | $49,177-93.9% | $79,466-96.2% | $64,173-95.3% |
| Participation rate | 84.0% | 65.0%+19.0pp | 73.3%+10.7pp | 69.6%+14.4pp |
| Annual return | -19.00% | -1.16%-17.8pp | 718.28%-737.3pp | 7.63%-26.6pp |
| Employer contribution / active EE | $849 | $2,076-59.1% | $2,800-69.7% | $2,381-64.3% |
| Participant deferral / active EE | $1,977 | $2,821-29.9% | $3,704-46.6% | $3,470-43.0% |
| Admin fee / account holder | $165 | $3,839-95.7% | $5,104-96.8% | $4,887-96.6% |