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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 | $9,612 | $138,102-93.0% | $125,381-92.3% | $134,532-92.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -23.56% | 750.73%-774.3pp | 572.31%-595.9pp | 418.27%-441.8pp |
| Employer contribution / active EE | $2,026 | $5,245-61.4% | $4,815-57.9% | $4,741-57.3% |
| Participant deferral / active EE | $3,862 | $7,801-50.5% | $7,448-48.1% | $6,401-39.7% |
| Admin fee / account holder | $3 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |