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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 | $15,976 | $180,466-91.1% | $154,114-89.6% | $135,382-88.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.04% | 888.15%-897.2pp | 735.16%-744.2pp | 519.77%-528.8pp |
| Employer contribution / active EE | $1,718 | $6,035-71.5% | $5,298-67.6% | $4,779-64.0% |
| Participant deferral / active EE | $5,376 | $5,806-7.4% | $5,081+5.8% | $5,609-4.1% |
| Admin fee / account holder | $108 | $16,144-99.3% | $13,411-99.2% | $10,829-99.0% |