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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 | $9,805 | $97,729-90.0% | $83,830-88.3% | $135,379-92.8% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -21.83% | 1287.52%-1309.3pp | 850.97%-872.8pp | 519.79%-541.6pp |
| Employer contribution / active EE | $2,338 | $4,222-44.6% | $3,631-35.6% | $4,779-51.1% |
| Participant deferral / active EE | $5,259 | $4,683+12.3% | $4,082+28.8% | $5,609-6.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |