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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 | $11,212 | $75,832-85.2% | $147,618-92.4% | $59,633-81.2% |
| Participation rate | 86.8% | 71.6%+15.3pp | 84.6%+2.2pp | 68.7%+18.2pp |
| Annual return | -3.64% | 0.37%-4.0pp | 61.98%-65.6pp | 2041.40%-2045.0pp |
| Employer contribution / active EE | $836 | $3,485-76.0% | $5,565-85.0% | $2,203-62.0% |
| Participant deferral / active EE | $2,152 | $3,131-31.3% | $4,895-56.0% | $3,192-32.6% |
| Admin fee / account holder | $253 | $5,986-95.8% | $11,612-97.8% | $4,297-94.1% |