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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 | $16,677 | $95,979-82.6% | $74,551-77.6% | $135,380-87.7% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -17.72% | 56.97%-74.7pp | 32.53%-50.3pp | 519.81%-537.5pp |
| Employer contribution / active EE | $2,926 | $2,716+7.7% | $1,961+49.2% | $4,779-38.8% |
| Participant deferral / active EE | $7,842 | $3,844+104.0% | $3,108+152.3% | $5,609+39.8% |
| Admin fee / account holder | $252 | $6,522-96.1% | $5,059-95.0% | $10,828-97.7% |