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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 | $2,317 | $133,981-98.3% | $112,249-97.9% | $134,532-98.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -65.93% | 47.16%-113.1pp | 27.48%-93.4pp | 418.27%-484.2pp |
| Employer contribution / active EE | $1,016 | $4,040-74.9% | $3,636-72.1% | $4,741-78.6% |
| Participant deferral / active EE | $1,579 | $5,292-70.2% | $4,729-66.6% | $6,401-75.3% |
| Admin fee / account holder | $38 | $7,492-99.5% | $6,412-99.4% | $11,429-99.7% |