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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 | $9,326 | $90,607-89.7% | $79,467-88.3% | $135,380-93.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.27% | 977.74%-988.0pp | 718.30%-728.6pp | 519.81%-530.1pp |
| Employer contribution / active EE | $1,474 | $3,068-51.9% | $2,800-47.4% | $4,779-69.2% |
| Participant deferral / active EE | $2,443 | $4,050-39.7% | $3,704-34.0% | $5,609-56.4% |
| Admin fee / account holder | $130 | $5,895-97.8% | $5,104-97.5% | $10,828-98.8% |