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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 | $1,016 | $84,628-98.8% | $61,501-98.3% | $134,545-99.2% |
| Participation rate | 81.0% | 62.2%+18.7pp | 52.6%+28.4pp | 81.2%-0.3pp |
| Annual return | -32.42% | 585.61%-618.0pp | 339.04%-371.5pp | 418.37%-450.8pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,384 | $2,819-50.9% | $2,125-34.9% | $6,401-78.4% |
| Admin fee / account holder | $17 | $2,587-99.3% | $2,132-99.2% | $11,431-99.9% |