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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 | $10,148 | $97,732-89.6% | $83,831-87.9% | $135,380-92.5% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -11.91% | 1287.56%-1299.5pp | 850.99%-862.9pp | 519.81%-531.7pp |
| Employer contribution / active EE | $897 | $4,222-78.7% | $3,631-75.3% | $4,779-81.2% |
| Participant deferral / active EE | $2,045 | $4,683-56.3% | $4,082-49.9% | $5,609-63.5% |
| Admin fee / account holder | $5 | $6,675-99.9% | $5,479-99.9% | $10,828-100.0% |