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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 | $13,496 | $97,761-86.2% | $83,850-83.9% | $135,382-90.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -16.02% | 1287.44%-1303.5pp | 850.92%-866.9pp | 519.77%-535.8pp |
| Employer contribution / active EE | $2,991 | $4,222-29.1% | $3,631-17.6% | $4,779-37.4% |
| Participant deferral / active EE | $1,503 | $4,682-67.9% | $4,082-63.2% | $5,609-73.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |