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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 | $7,711 | $99,644-92.3% | $86,438-91.1% | $134,532-94.3% |
| Participation rate | 90.0% | 82.1%+7.9pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -91.71% | 6787.26%-6879.0pp | 4397.19%-4488.9pp | 418.27%-510.0pp |
| Employer contribution / active EE | $2,142 | $4,402-51.3% | $3,769-43.2% | $4,741-54.8% |
| Participant deferral / active EE | $4,757 | $7,247-34.4% | $6,952-31.6% | $6,401-25.7% |
| Admin fee / account holder | $47 | $8,375-99.4% | $6,733-99.3% | $11,429-99.6% |