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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 | $23,828 | $135,645-82.4% | $110,243-78.4% | $135,380-82.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.27% | 513.24%-523.5pp | 314.76%-325.0pp | 519.81%-530.1pp |
| Employer contribution / active EE | $1,693 | $4,907-65.5% | $3,827-55.8% | $4,779-64.6% |
| Participant deferral / active EE | $5,494 | $5,507-0.2% | $4,672+17.6% | $5,609-2.0% |
| Admin fee / account holder | $103 | $11,458-99.1% | $8,548-98.8% | $10,828-99.0% |