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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 | $5,109 | $92,743-94.5% | $82,744-93.8% | $134,532-96.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -35.51% | 946.63%-982.1pp | 702.22%-737.7pp | 418.27%-453.8pp |
| Employer contribution / active EE | $1,930 | $3,273-41.0% | $3,008-35.8% | $4,741-59.3% |
| Participant deferral / active EE | $2,652 | $4,802-44.8% | $4,395-39.6% | $6,401-58.6% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |