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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 | $5,946 | $78,694-92.4% | $67,652-91.2% | $125,389-95.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -79.41% | 9.46%-88.9pp | 6625.40%-6704.8pp | 282.24%-361.7pp |
| Employer contribution / active EE | $2,211 | $3,044-27.3% | $2,266-2.4% | $4,866-54.6% |
| Participant deferral / active EE | $3,702 | $4,292-13.8% | $3,560+4.0% | $5,352-30.8% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |