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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 | $2,825 | $67,372-95.8% | $60,906-95.4% | $134,532-97.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -33.63% | 50.05%-83.7pp | 16.94%-50.6pp | 418.27%-451.9pp |
| Employer contribution / active EE | $978 | $3,099-68.4% | $2,703-63.8% | $4,741-79.4% |
| Participant deferral / active EE | $1,564 | $4,532-65.5% | $3,814-59.0% | $6,401-75.6% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |