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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 | $1,343 | $48,267-97.2% | $68,808-98.0% | $68,486-98.0% |
| Participation rate | 96.4% | 60.7%+35.7pp | 69.0%+27.3pp | 67.9%+28.5pp |
| Annual return | -53.31% | -12.70%-40.6pp | -6.37%-46.9pp | -7.85%-45.5pp |
| Employer contribution / active EE | $673 | $1,829-63.2% | $2,656-74.7% | $2,597-74.1% |
| Participant deferral / active EE | $1,273 | $2,867-55.6% | $3,942-67.7% | $4,028-68.4% |
| Admin fee / account holder | $232 | $4,362-94.7% | $4,936-95.3% | $5,404-95.7% |