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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 | $24,932 | $135,645-81.6% | $110,243-77.4% | $135,380-81.6% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -13.83% | 513.24%-527.1pp | 314.76%-328.6pp | 519.81%-533.6pp |
| Employer contribution / active EE | $2,172 | $4,907-55.7% | $3,827-43.2% | $4,779-54.5% |
| Participant deferral / active EE | $10,838 | $5,507+96.8% | $4,672+132.0% | $5,609+93.2% |
| Admin fee / account holder | $25 | $11,458-99.8% | $8,548-99.7% | $10,828-99.8% |