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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 | $12,446 | $138,114-91.0% | $125,391-90.1% | $134,545-90.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -66.23% | 750.88%-817.1pp | 572.41%-638.6pp | 418.37%-484.6pp |
| Employer contribution / active EE | $1,218 | $5,246-76.8% | $4,816-74.7% | $4,742-74.3% |
| Participant deferral / active EE | $9,720 | $7,801+24.6% | $7,448+30.5% | $6,401+51.9% |
| Admin fee / account holder | $112 | $11,570-99.0% | $10,009-98.9% | $11,431-99.0% |