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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 | $20,611 | $160,059-87.1% | $140,019-85.3% | $135,382-84.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.09% | 911.44%-921.5pp | 651.15%-661.2pp | 519.77%-529.9pp |
| Employer contribution / active EE | $2,872 | $6,420-55.3% | $5,605-48.8% | $4,779-39.9% |
| Participant deferral / active EE | $10,411 | $7,641+36.2% | $6,927+50.3% | $5,609+85.6% |
| Admin fee / account holder | $3 | $13,328-100.0% | $10,705-100.0% | $10,829-100.0% |