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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 | $9,124 | $97,732-90.7% | $83,831-89.1% | $135,380-93.3% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -22.07% | 1287.56%-1309.6pp | 850.99%-873.1pp | 519.81%-541.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,462 | $4,683+38.0% | $4,082+58.3% | $5,609+15.2% |
| Admin fee / account holder | $27 | $6,675-99.6% | $5,479-99.5% | $10,828-99.7% |