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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 | $9,521 | $100,805-90.6% | $86,698-89.0% | $134,532-92.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -45.24% | 29.09%-74.3pp | 35.95%-81.2pp | 418.27%-463.5pp |
| Employer contribution / active EE | $5,958 | $3,490+70.7% | $2,837+110.0% | $4,741+25.7% |
| Participant deferral / active EE | $10,718 | $5,339+100.7% | $4,656+130.2% | $6,401+67.4% |
| Admin fee / account holder | $30 | $10,925-99.7% | $7,493-99.6% | $11,429-99.7% |