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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 | $29,189 | $160,059-81.8% | $140,019-79.2% | $135,380-78.4% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.5%+8.2pp | 82.6%+13.0pp |
| Annual return | -12.34% | 911.48%-923.8pp | 651.17%-663.5pp | 519.81%-532.1pp |
| Employer contribution / active EE | $4,985 | $6,420-22.3% | $5,605-11.1% | $4,779+4.3% |
| Participant deferral / active EE | $7,911 | $7,641+3.5% | $6,927+14.2% | $5,609+41.0% |
| Admin fee / account holder | $166 | $13,328-98.8% | $10,705-98.4% | $10,828-98.5% |