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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 | $12,299 | $138,102-91.1% | $125,381-90.2% | $134,532-90.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -24.47% | 750.73%-775.2pp | 572.31%-596.8pp | 418.27%-442.7pp |
| Employer contribution / active EE | $3,438 | $5,245-34.5% | $4,815-28.6% | $4,741-27.5% |
| Participant deferral / active EE | $5,320 | $7,801-31.8% | $7,448-28.6% | $6,401-16.9% |
| Admin fee / account holder | $123 | $11,568-98.9% | $10,007-98.8% | $11,429-98.9% |