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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 | $13,251 | $97,729-86.4% | $83,830-84.2% | $135,379-90.2% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -12.65% | 1287.52%-1300.2pp | 850.97%-863.6pp | 519.79%-532.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,299 | $4,683+13.2% | $4,082+29.8% | $5,609-5.5% |
| Admin fee / account holder | $52 | $6,674-99.2% | $5,479-99.1% | $10,828-99.5% |