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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 | $2,715 | $90,607-97.0% | $79,467-96.6% | $135,380-98.0% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -23.84% | 977.74%-1001.6pp | 718.30%-742.1pp | 519.81%-543.6pp |
| Employer contribution / active EE | $651 | $3,068-78.8% | $2,800-76.8% | $4,779-86.4% |
| Participant deferral / active EE | $1,957 | $4,050-51.7% | $3,704-47.2% | $5,609-65.1% |
| Admin fee / account holder | $53 | $5,895-99.1% | $5,104-99.0% | $10,828-99.5% |