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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 | $8,382 | $97,761-91.4% | $83,850-90.0% | $135,382-93.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -11.92% | 1287.44%-1299.4pp | 850.92%-862.8pp | 519.77%-531.7pp |
| Employer contribution / active EE | $1,327 | $4,222-68.6% | $3,631-63.5% | $4,779-72.2% |
| Participant deferral / active EE | $1,677 | $4,682-64.2% | $4,082-58.9% | $5,609-70.1% |
| Admin fee / account holder | $17 | $6,674-99.8% | $5,478-99.7% | $10,829-99.8% |