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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 | $17,185 | $85,766-80.0% | $136,297-87.4% | $70,124-75.5% |
| Participation rate | 95.0% | 74.2%+20.8pp | 81.9%+13.1pp | 69.5%+25.5pp |
| Annual return | -1.36% | 31.45%-32.8pp | 5156.19%-5157.6pp | 73.14%-74.5pp |
| Employer contribution / active EE | $602 | $2,966-79.7% | $4,696-87.2% | $2,342-74.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $193 | $5,420-96.4% | $9,244-97.9% | $4,645-95.8% |