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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 | $10,523 | $135,645-92.2% | $110,243-90.5% | $135,380-92.2% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -14.66% | 513.24%-527.9pp | 314.76%-329.4pp | 519.81%-534.5pp |
| Employer contribution / active EE | $2,404 | $4,907-51.0% | $3,827-37.2% | $4,779-49.7% |
| Participant deferral / active EE | $3,595 | $5,507-34.7% | $4,672-23.1% | $5,609-35.9% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |