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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 | $8,691 | $135,639-93.6% | $110,241-92.1% | $135,382-93.6% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -13.12% | 513.21%-526.3pp | 314.75%-327.9pp | 519.77%-532.9pp |
| Employer contribution / active EE | $1,371 | $4,907-72.1% | $3,827-64.2% | $4,779-71.3% |
| Participant deferral / active EE | $2,375 | $5,507-56.9% | $4,672-49.2% | $5,609-57.7% |
| Admin fee / account holder | $105 | $11,457-99.1% | $8,548-98.8% | $10,829-99.0% |