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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 | $3,603 | $84,685-95.7% | $73,836-95.1% | $125,389-97.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.74% | 3123.80%-3127.5pp | 2268.06%-2271.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,893 | $3,123-39.4% | $2,787-32.1% | $4,866-61.1% |
| Participant deferral / active EE | $1,829 | $3,993-54.2% | $3,583-49.0% | $5,352-65.8% |
| Admin fee / account holder | $158 | $5,694-97.2% | $4,882-96.8% | $9,541-98.3% |