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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 | $14,327 | $180,459-92.1% | $154,108-90.7% | $135,380-89.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.77% | 888.21%-898.0pp | 735.21%-745.0pp | 519.81%-529.6pp |
| Employer contribution / active EE | $6,965 | $6,035+15.4% | $5,298+31.5% | $4,779+45.7% |
| Participant deferral / active EE | $6,698 | $5,806+15.4% | $5,081+31.8% | $5,609+19.4% |
| Admin fee / account holder | $121 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |