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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 | $4,229 | $97,761-95.7% | $83,850-95.0% | $135,382-96.9% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -20.06% | 1287.44%-1307.5pp | 850.92%-871.0pp | 519.77%-539.8pp |
| Employer contribution / active EE | $908 | $4,222-78.5% | $3,631-75.0% | $4,779-81.0% |
| Participant deferral / active EE | $4,117 | $4,682-12.1% | $4,082+0.9% | $5,609-26.6% |
| Admin fee / account holder | $95 | $6,674-98.6% | $5,478-98.3% | $10,829-99.1% |