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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 | $16,208 | $167,362-90.3% | $143,799-88.7% | $134,532-88.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -130.69% | 0.47%-131.2pp | -0.04%-130.6pp | 418.27%-549.0pp |
| Employer contribution / active EE | $8,116 | $5,620+44.4% | $4,952+63.9% | $4,741+71.2% |
| Participant deferral / active EE | $8,329 | $6,447+29.2% | $5,638+47.7% | $6,401+30.1% |
| Admin fee / account holder | $25 | $18,094-99.9% | $14,677-99.8% | $11,429-99.8% |