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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 | $17,848 | $180,459-90.1% | $154,108-88.4% | $135,380-86.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -20.55% | 888.21%-908.8pp | 735.21%-755.8pp | 519.81%-540.4pp |
| Employer contribution / active EE | $9,394 | $6,035+55.7% | $5,298+77.3% | $4,779+96.6% |
| Participant deferral / active EE | $6,921 | $5,806+19.2% | $5,081+36.2% | $5,609+23.4% |
| Admin fee / account holder | $166 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |