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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 | $23,515 | $180,462-87.0% | $154,111-84.7% | $135,379-82.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.78% | 888.17%-899.0pp | 735.18%-746.0pp | 519.79%-530.6pp |
| Employer contribution / active EE | $4,472 | $6,036-25.9% | $5,298-15.6% | $4,779-6.4% |
| Participant deferral / active EE | $13,613 | $5,806+134.5% | $5,081+167.9% | $5,609+142.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |