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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 | $21,522 | $160,059-86.6% | $140,019-84.6% | $135,379-84.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -13.33% | 911.44%-924.8pp | 651.15%-664.5pp | 519.79%-533.1pp |
| Employer contribution / active EE | $1,922 | $6,420-70.1% | $5,605-65.7% | $4,779-59.8% |
| Participant deferral / active EE | $6,264 | $7,641-18.0% | $6,927-9.6% | $5,609+11.7% |
| Admin fee / account holder | $160 | $13,328-98.8% | $10,705-98.5% | $10,828-98.5% |