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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 | $15,646 | $115,814-86.5% | $101,275-84.6% | $158,982-90.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.29% | 56.16%-56.4pp | 46.48%-46.8pp | 302.99%-303.3pp |
| Employer contribution / active EE | $1,970 | $4,176-52.8% | $3,660-46.2% | $4,763-58.6% |
| Participant deferral / active EE | $4,957 | $4,9580% | $4,371+13.4% | $5,983-17.2% |
| Admin fee / account holder | $116 | $7,249-98.4% | $5,948-98.1% | $11,252-99.0% |