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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 | $7,258 | $97,732-92.6% | $83,831-91.3% | $135,380-94.6% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -10.66% | 1287.56%-1298.2pp | 850.99%-861.6pp | 519.81%-530.5pp |
| Employer contribution / active EE | $1,551 | $4,222-63.3% | $3,631-57.3% | $4,779-67.5% |
| Participant deferral / active EE | $2,444 | $4,683-47.8% | $4,082-40.1% | $5,609-56.4% |
| Admin fee / account holder | $40 | $6,675-99.4% | $5,479-99.3% | $10,828-99.6% |