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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 | $9,217 | $82,630-88.8% | $64,105-85.6% | $125,389-92.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -6.23% | 1489.72%-1495.9pp | 791.24%-797.5pp | 282.24%-288.5pp |
| Employer contribution / active EE | $1,596 | $2,671-40.2% | $1,820-12.3% | $4,866-67.2% |
| Participant deferral / active EE | $2,233 | $3,608-38.1% | $2,822-20.9% | $5,352-58.3% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |