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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 | $13,008 | $97,732-86.7% | $83,831-84.5% | $135,380-90.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.93% | 1287.56%-1298.5pp | 850.99%-861.9pp | 519.81%-530.7pp |
| Employer contribution / active EE | $1,438 | $4,222-65.9% | $3,631-60.4% | $4,779-69.9% |
| Participant deferral / active EE | $6,226 | $4,683+33.0% | $4,082+52.5% | $5,609+11.0% |
| Admin fee / account holder | $126 | $6,675-98.1% | $5,479-97.7% | $10,828-98.8% |