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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 | $22,968 | $135,645-83.1% | $110,243-79.2% | $135,380-83.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.90% | 513.24%-526.1pp | 314.76%-327.7pp | 519.81%-532.7pp |
| Employer contribution / active EE | $1,665 | $4,907-66.1% | $3,827-56.5% | $4,779-65.2% |
| Participant deferral / active EE | $5,212 | $5,507-5.4% | $4,672+11.5% | $5,609-7.1% |
| Admin fee / account holder | $211 | $11,458-98.2% | $8,548-97.5% | $10,828-98.1% |