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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 | $5,737 | $97,732-94.1% | $83,831-93.2% | $135,380-95.8% |
| Participation rate | 87.0% | 80.0%+7.0pp | 76.1%+10.8pp | 82.6%+4.3pp |
| Annual return | -21.17% | 1287.56%-1308.7pp | 850.99%-872.2pp | 519.81%-541.0pp |
| Employer contribution / active EE | $1,734 | $4,222-58.9% | $3,631-52.2% | $4,779-63.7% |
| Participant deferral / active EE | $2,200 | $4,683-53.0% | $4,082-46.1% | $5,609-60.8% |
| Admin fee / account holder | $19 | $6,675-99.7% | $5,479-99.6% | $10,828-99.8% |