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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 | $2,079 | $110,629-98.1% | $80,784-97.4% | $167,553-98.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | -8.55% | 120.58%-129.1pp | 87.31%-95.9pp | 478.89%-487.4pp |
| Employer contribution / active EE | $12 | $1,543-99.2% | $1,160-99.0% | $4,840-99.7% |
| Participant deferral / active EE | $582 | $2,871-79.7% | $2,145-72.9% | $6,343-90.8% |
| Admin fee / account holder | $67 | $4,547-98.5% | $3,380-98.0% | $12,316-99.5% |