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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 | $3,379 | $95,917-96.5% | $79,583-95.8% | $134,545-97.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -50.68% | -2.70%-48.0pp | 0.16%-50.8pp | 418.37%-469.1pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,815 | $4,694-18.7% | $3,986-4.3% | $6,401-40.4% |
| Admin fee / account holder | $12 | $9,132-99.9% | $6,835-99.8% | $11,431-99.9% |