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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 | $6,895 | $180,459-96.2% | $154,108-95.5% | $135,380-94.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.52% | 888.21%-900.7pp | 735.21%-747.7pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,749 | $6,035-71.0% | $5,298-67.0% | $4,779-63.4% |
| Participant deferral / active EE | $2,355 | $5,806-59.4% | $5,081-53.7% | $5,609-58.0% |
| Admin fee / account holder | $36 | $16,145-99.8% | $13,411-99.7% | $10,828-99.7% |