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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 | $11,397 | $180,459-93.7% | $154,108-92.6% | $135,380-91.6% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -8.86% | 888.21%-897.1pp | 735.21%-744.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,644 | $5,806-37.2% | $5,081-28.3% | $5,609-35.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |