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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 | $2,441 | $92,684-97.4% | $82,706-97.0% | $134,509-98.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -32.24% | 945.84%-978.1pp | 701.76%-734.0pp | 418.13%-450.4pp |
| Employer contribution / active EE | $1,049 | $3,272-67.9% | $3,007-65.1% | $4,741-77.9% |
| Participant deferral / active EE | $1,081 | $4,800-77.5% | $4,394-75.4% | $6,400-83.1% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |