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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 | $10,997 | $75,962-85.5% | $154,108-92.9% | $64,173-82.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -13.35% | 30.32%-43.7pp | 735.21%-748.6pp | 7.63%-21.0pp |
| Employer contribution / active EE | $4,063 | $3,350+21.3% | $5,298-23.3% | $2,381+70.6% |
| Participant deferral / active EE | $2,641 | $3,175-16.8% | $5,081-48.0% | $3,470-23.9% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |