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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 | $150,402 | $326,582-53.9% | $319,634-52.9% | $254,173-40.8% |
| Participation rate | 100.0% | 34.7%+65.3pp | 27.6%+72.4pp | 43.0%+57.0pp |
| Annual return | -0.46% | 204.13%-204.6pp | 175.18%-175.6pp | 259.17%-259.6pp |
| Employer contribution / active EE | $40,000 | $43,384-7.8% | $38,590+3.7% | $41,471-3.5% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $153-100.0% |
| Admin fee / account holder | $274 | $3,517-92.2% | $3,298-91.7% | $21,502-98.7% |