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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 | $8,470 | $97,732-91.3% | $83,831-89.9% | $135,380-93.7% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -11.39% | 1287.56%-1298.9pp | 850.99%-862.4pp | 519.81%-531.2pp |
| Employer contribution / active EE | $1,386 | $4,222-67.2% | $3,631-61.8% | $4,779-71.0% |
| Participant deferral / active EE | $1,763 | $4,683-62.4% | $4,082-56.8% | $5,609-68.6% |
| Admin fee / account holder | $34 | $6,675-99.5% | $5,479-99.4% | $10,828-99.7% |