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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 | $6,067 | $142,392-95.7% | $119,622-94.9% | $134,532-95.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -91.55% | -12.46%-79.1pp | -14.98%-76.6pp | 418.27%-509.8pp |
| Employer contribution / active EE | $1,874 | $5,224-64.1% | $4,232-55.7% | $4,741-60.5% |
| Participant deferral / active EE | $4,414 | $6,467-31.7% | $5,601-21.2% | $6,401-31.0% |
| Admin fee / account holder | $264 | $13,593-98.1% | $10,328-97.4% | $11,429-97.7% |