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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 | $1,746 | $92,743-98.1% | $82,744-97.9% | $134,532-98.7% |
| Participation rate | 73.9% | 75.2%-1.3pp | 72.6%+1.4pp | 81.2%-7.3pp |
| Annual return | -28.67% | 946.63%-975.3pp | 702.22%-730.9pp | 418.27%-446.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,304 | $4,802-72.8% | $4,395-70.3% | $6,401-79.6% |
| Admin fee / account holder | $61 | $5,977-99.0% | $5,325-98.8% | $11,429-99.5% |