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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 | $20,026 | $135,645-85.2% | $110,243-81.8% | $135,379-85.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -10.60% | 513.24%-523.8pp | 314.76%-325.4pp | 519.79%-530.4pp |
| Employer contribution / active EE | $1,365 | $4,907-72.2% | $3,827-64.3% | $4,779-71.4% |
| Participant deferral / active EE | $3,336 | $5,507-39.4% | $4,672-28.6% | $5,609-40.5% |
| Admin fee / account holder | $211 | $11,458-98.2% | $8,548-97.5% | $10,828-98.1% |