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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 | $4,764 | $96,361-95.1% | $80,607-94.1% | $139,456-96.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | -0.12% | 1350.95%-1351.1pp | 936.11%-936.2pp | 373.45%-373.6pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,708 | $5,232-67.3% | $4,448-61.6% | $6,711-74.5% |
| Admin fee / account holder | $144 | $6,601-97.8% | $5,379-97.3% | $11,407-98.7% |