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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 | $4,553 | $97,729-95.3% | $83,830-94.6% | $135,379-96.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -26.29% | 1287.52%-1313.8pp | 850.97%-877.3pp | 519.79%-546.1pp |
| Employer contribution / active EE | $2,242 | $4,222-46.9% | $3,631-38.2% | $4,779-53.1% |
| Participant deferral / active EE | $5,174 | $4,683+10.5% | $4,082+26.7% | $5,609-7.8% |
| Admin fee / account holder | $31 | $6,674-99.5% | $5,479-99.4% | $10,828-99.7% |