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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 | $6,611 | $109,372-94.0% | $89,414-92.6% | $158,966-95.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -9.32% | 345.55%-354.9pp | 245.50%-254.8pp | 302.95%-312.3pp |
| Employer contribution / active EE | $1,668 | $3,171-47.4% | $2,586-35.5% | $4,762-65.0% |
| Participant deferral / active EE | $13,000 | $4,598+182.7% | $3,890+234.2% | $5,983+117.3% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |