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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 | $4,581 | $100,811-95.5% | $86,698-94.7% | $134,545-96.6% |
| Participation rate | 70.6% | 79.0%-8.4pp | 76.6%-6.0pp | 81.2%-10.6pp |
| Annual return | -31.60% | 29.11%-60.7pp | 35.96%-67.6pp | 418.37%-450.0pp |
| Employer contribution / active EE | $943 | $3,490-73.0% | $2,837-66.8% | $4,742-80.1% |
| Participant deferral / active EE | $2,131 | $5,339-60.1% | $4,656-54.2% | $6,401-66.7% |
| Admin fee / account holder | $3 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |