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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 | $13,706 | $180,466-92.4% | $154,114-91.1% | $135,382-89.9% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -11.32% | 888.15%-899.5pp | 735.16%-746.5pp | 519.77%-531.1pp |
| Employer contribution / active EE | $2,208 | $6,035-63.4% | $5,298-58.3% | $4,779-53.8% |
| Participant deferral / active EE | $3,637 | $5,806-37.4% | $5,081-28.4% | $5,609-35.2% |
| Admin fee / account holder | $44 | $16,144-99.7% | $13,411-99.7% | $10,829-99.6% |