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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 | $4,084 | $77,157-94.7% | $108,405-96.2% | $85,847-95.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | -1.00% | 44.55%-45.5pp | 905.55%-906.5pp | 318.61%-319.6pp |
| Employer contribution / active EE | $4,006 | $2,379+68.3% | $3,559+12.6% | $2,565+56.1% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4 | $5,174-99.9% | $7,297-99.9% | $6,261-99.9% |