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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 | $7,431 | $133,983-94.5% | $112,244-93.4% | $134,493-94.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -65.31% | 47.13%-112.4pp | 27.46%-92.8pp | 418.01%-483.3pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,311 | $5,291+38.2% | $4,728+54.6% | $6,400+14.2% |
| Admin fee / account holder | $0 | $7,490-100.0% | $6,411-100.0% | $11,425-100.0% |