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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 | $6,160 | $97,732-93.7% | $83,831-92.7% | $135,380-95.5% |
| Participation rate | 82.6% | 80.0%+2.7pp | 76.1%+6.5pp | 82.6%0pp |
| Annual return | -11.31% | 1287.56%-1298.9pp | 850.99%-862.3pp | 519.81%-531.1pp |
| Employer contribution / active EE | $1,098 | $4,222-74.0% | $3,631-69.8% | $4,779-77.0% |
| Participant deferral / active EE | $1,219 | $4,683-74.0% | $4,082-70.1% | $5,609-78.3% |
| Admin fee / account holder | $84 | $6,675-98.7% | $5,479-98.5% | $10,828-99.2% |