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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 | $11,988 | $138,076-91.3% | $123,553-90.3% | $135,380-91.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.06% | 153.70%-168.8pp | 119.21%-134.3pp | 519.81%-534.9pp |
| Employer contribution / active EE | $1,552 | $5,152-69.9% | $4,628-66.5% | $4,779-67.5% |
| Participant deferral / active EE | $4,595 | $6,800-32.4% | $6,426-28.5% | $5,609-18.1% |
| Admin fee / account holder | $162 | $10,917-98.5% | $9,284-98.3% | $10,828-98.5% |