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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 | $2,414 | $92,743-97.4% | $82,744-97.1% | $134,532-98.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -27.18% | 946.63%-973.8pp | 702.22%-729.4pp | 418.27%-445.4pp |
| Employer contribution / active EE | $789 | $3,273-75.9% | $3,008-73.8% | $4,741-83.4% |
| Participant deferral / active EE | $1,709 | $4,802-64.4% | $4,395-61.1% | $6,401-73.3% |
| Admin fee / account holder | $75 | $5,977-98.8% | $5,325-98.6% | $11,429-99.3% |