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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 | $8,366 | $190,916-95.6% | $160,037-94.8% | $134,545-93.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.87% | 552.79%-575.7pp | 408.95%-431.8pp | 418.37%-441.2pp |
| Employer contribution / active EE | $2,412 | $4,996-51.7% | $4,226-42.9% | $4,742-49.1% |
| Participant deferral / active EE | $2,412 | $6,925-65.2% | $6,184-61.0% | $6,401-62.3% |
| Admin fee / account holder | $28 | $10,497-99.7% | $8,716-99.7% | $11,431-99.8% |