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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 | $12,765 | $180,459-92.9% | $154,108-91.7% | $135,380-90.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.99% | 888.21%-903.2pp | 735.21%-750.2pp | 519.81%-534.8pp |
| Employer contribution / active EE | $2,804 | $6,035-53.5% | $5,298-47.1% | $4,779-41.3% |
| Participant deferral / active EE | $4,882 | $5,806-15.9% | $5,081-3.9% | $5,609-13.0% |
| Admin fee / account holder | $45 | $16,145-99.7% | $13,411-99.7% | $10,828-99.6% |