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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 | $15,423 | $135,645-88.6% | $110,243-86.0% | $135,380-88.6% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.8%-9.8pp | 82.6%-12.6pp |
| Annual return | -15.36% | 513.24%-528.6pp | 314.76%-330.1pp | 519.81%-535.2pp |
| Employer contribution / active EE | $2,140 | $4,907-56.4% | $3,827-44.1% | $4,779-55.2% |
| Participant deferral / active EE | $4,089 | $5,507-25.8% | $4,672-12.5% | $5,609-27.1% |
| Admin fee / account holder | $106 | $11,458-99.1% | $8,548-98.8% | $10,828-99.0% |