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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 | $15,951 | $180,462-91.2% | $154,111-89.6% | $135,379-88.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.57% | 888.17%-897.7pp | 735.18%-744.8pp | 519.79%-529.4pp |
| Employer contribution / active EE | $7,162 | $6,036+18.7% | $5,298+35.2% | $4,779+49.9% |
| Participant deferral / active EE | $10,382 | $5,806+78.8% | $5,081+104.3% | $5,609+85.1% |
| Admin fee / account holder | $153 | $16,145-99.0% | $13,411-98.9% | $10,828-98.6% |