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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 | $176,926 | $224,072-21.0% | $220,428-19.7% | $254,173-30.4% |
| Participation rate | 100.0% | 49.1%+50.9pp | 43.5%+56.5pp | 43.0%+57.0pp |
| Annual return | -3.78% | 99.74%-103.5pp | 90.61%-94.4pp | 259.17%-263.0pp |
| Employer contribution / active EE | $41,667 | $35,080+18.8% | $32,730+27.3% | $41,471+0.5% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,502-100.0% |