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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 | $9,038 | $48,274-81.3% | $63,244-85.7% | $59,633-84.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.0%+29.0pp | 68.7%+31.3pp |
| Annual return | -5.42% | -240.79%+235.4pp | -70.31%+64.9pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $2,489 | $1,586+56.9% | $2,322+7.2% | $2,203+13.0% |
| Participant deferral / active EE | $3,803 | $2,343+62.3% | $2,953+28.8% | $3,192+19.2% |
| Admin fee / account holder | $49 | $3,600-98.6% | $5,893-99.2% | $4,297-98.9% |