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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 | $15,658 | $82,630-81.1% | $64,105-75.6% | $125,388-87.5% |
| Participation rate | 85.7% | 75.9%+9.9pp | 68.2%+17.5pp | 83.2%+2.5pp |
| Annual return | -3.92% | 1489.72%-1493.6pp | 791.24%-795.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,152 | $3,608-40.4% | $2,822-23.7% | $5,352-59.8% |
| Admin fee / account holder | $5 | $6,382-99.9% | $4,499-99.9% | $9,541-99.9% |