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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 | $4,199 | $92,766-95.5% | $82,763-94.9% | $134,545-96.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -42.44% | 946.97%-989.4pp | 702.45%-744.9pp | 418.37%-460.8pp |
| Employer contribution / active EE | $1,711 | $3,273-47.7% | $3,008-43.1% | $4,742-63.9% |
| Participant deferral / active EE | $2,245 | $4,802-53.3% | $4,395-48.9% | $6,401-64.9% |
| Admin fee / account holder | $172 | $5,978-97.1% | $5,325-96.8% | $11,431-98.5% |