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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 | $952 | $27,924-96.6% | $58,544-98.4% | $75,181-98.7% |
| Participation rate | 84.6% | 38.8%+45.8pp | 50.9%+33.8pp | 67.2%+17.4pp |
| Annual return | -37.22% | 44.20%-81.4pp | 4249.56%-4286.8pp | 160.69%-197.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $587 | $1,202-51.2% | $1,923-69.5% | $4,126-85.8% |
| Admin fee / account holder | $232 | $1,726-86.6% | $2,520-90.8% | $5,650-95.9% |