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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 | $2,330 | $106,549-97.8% | $91,225-97.4% | $134,509-98.3% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -24.28% | 160.73%-185.0pp | 114.10%-138.4pp | 418.13%-442.4pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,331 | $4,719-71.8% | $4,234-68.6% | $6,400-79.2% |
| Admin fee / account holder | $19 | $6,234-99.7% | $5,422-99.7% | $11,427-99.8% |