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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 | $8,887 | $97,732-90.9% | $83,831-89.4% | $135,380-93.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -18.65% | 1287.56%-1306.2pp | 850.99%-869.6pp | 519.81%-538.5pp |
| Employer contribution / active EE | $1,614 | $4,222-61.8% | $3,631-55.6% | $4,779-66.2% |
| Participant deferral / active EE | $1,727 | $4,683-63.1% | $4,082-57.7% | $5,609-69.2% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |