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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 | $9,395 | $180,462-94.8% | $154,111-93.9% | $135,379-93.1% |
| Participation rate | 76.9% | 87.4%-10.5pp | 83.0%-6.1pp | 82.6%-5.7pp |
| Annual return | -16.94% | 888.17%-905.1pp | 735.18%-752.1pp | 519.79%-536.7pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,433 | $5,806-6.4% | $5,081+6.9% | $5,609-3.1% |
| Admin fee / account holder | $31 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |