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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 | $4,468 | $180,466-97.5% | $154,114-97.1% | $135,382-96.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -12.99% | 888.15%-901.1pp | 735.16%-748.2pp | 519.77%-532.8pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,128 | $5,806-63.4% | $5,081-58.1% | $5,609-62.1% |
| Admin fee / account holder | $31 | $16,144-99.8% | $13,411-99.8% | $10,829-99.7% |