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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 | $19,603 | $166,131-88.2% | $164,975-88.1% | $145,877-86.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -2.15% | 100.37%-102.5pp | 70.12%-72.3pp | 551.28%-553.4pp |
| Employer contribution / active EE | $6,623 | $5,276+25.5% | $4,343+52.5% | $4,663+42.0% |
| Participant deferral / active EE | $14,860 | $6,962+113.4% | $6,033+146.3% | $6,691+122.1% |
| Admin fee / account holder | $227 | $16,648-98.6% | $12,688-98.2% | $13,402-98.3% |