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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 | $17,293 | $168,636-89.7% | $147,617-88.3% | $125,393-86.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.35% | 77.65%-84.0pp | 61.98%-68.3pp | 282.23%-288.6pp |
| Employer contribution / active EE | $3,192 | $6,252-49.0% | $5,565-42.6% | $4,866-34.4% |
| Participant deferral / active EE | $3,782 | $5,507-31.3% | $4,895-22.7% | $5,351-29.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,541-100.0% |