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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 | $1,866 | $73,848-97.5% | $143,799-98.7% | $68,486-97.3% |
| Participation rate | 90.9% | 66.7%+24.2pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -28.87% | 0.91%-29.8pp | -0.04%-28.8pp | -7.85%-21.0pp |
| Employer contribution / active EE | $570 | $3,184-82.1% | $4,952-88.5% | $2,597-78.1% |
| Participant deferral / active EE | $1,142 | $3,385-66.3% | $5,638-79.7% | $4,028-71.6% |
| Admin fee / account holder | $24 | $5,755-99.6% | $14,677-99.8% | $5,404-99.6% |