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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 | $13,928 | $97,732-85.7% | $83,831-83.4% | $135,380-89.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.17% | 1287.56%-1298.7pp | 850.99%-862.2pp | 519.81%-531.0pp |
| Employer contribution / active EE | $2,429 | $4,222-42.5% | $3,631-33.1% | $4,779-49.2% |
| Participant deferral / active EE | $4,135 | $4,683-11.7% | $4,082+1.3% | $5,609-26.3% |
| Admin fee / account holder | $142 | $6,675-97.9% | $5,479-97.4% | $10,828-98.7% |