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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 | $10,633 | $171,867-93.8% | $149,716-92.9% | $147,585-92.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | -0.14% | 2113.36%-2113.5pp | 1501.67%-1501.8pp | 578.58%-578.7pp |
| Employer contribution / active EE | $1,803 | $6,275-71.3% | $5,444-66.9% | $4,876-63.0% |
| Participant deferral / active EE | $3,376 | $7,270-53.6% | $6,568-48.6% | $5,439-37.9% |
| Admin fee / account holder | $264 | $13,799-98.1% | $11,282-97.7% | $10,886-97.6% |