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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 | $7,855 | $97,732-92.0% | $83,831-90.6% | $135,380-94.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.31% | 1287.56%-1301.9pp | 850.99%-865.3pp | 519.81%-534.1pp |
| Employer contribution / active EE | $4,063 | $4,222-3.8% | $3,631+11.9% | $4,779-15.0% |
| Participant deferral / active EE | $1,432 | $4,683-69.4% | $4,082-64.9% | $5,609-74.5% |
| Admin fee / account holder | $53 | $6,675-99.2% | $5,479-99.0% | $10,828-99.5% |