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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 | $4,078 | $90,617-95.5% | $79,476-94.9% | $135,382-97.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -47.80% | 977.57%-1025.4pp | 718.21%-766.0pp | 519.77%-567.6pp |
| Employer contribution / active EE | $1,240 | $3,068-59.6% | $2,800-55.7% | $4,779-74.1% |
| Participant deferral / active EE | $2,329 | $4,050-42.5% | $3,704-37.1% | $5,609-58.5% |
| Admin fee / account holder | $39 | $5,907-99.3% | $5,113-99.2% | $10,829-99.6% |