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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 | $522 | $30,732-98.3% | $59,496-99.1% | $59,633-99.1% |
| Participation rate | 91.2% | 43.2%+48.0pp | 54.6%+36.6pp | 68.7%+22.5pp |
| Annual return | -52.82% | 4.47%-57.3pp | 182.05%-234.9pp | 2041.45%-2094.3pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $691 | $1,183-41.6% | $1,829-62.2% | $3,192-78.3% |
| Admin fee / account holder | $28 | $2,136-98.7% | $2,232-98.8% | $4,297-99.4% |