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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 | $10,082 | $135,645-92.6% | $110,243-90.9% | $135,380-92.6% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -22.54% | 513.24%-535.8pp | 314.76%-337.3pp | 519.81%-542.3pp |
| Employer contribution / active EE | $2,329 | $4,907-52.5% | $3,827-39.1% | $4,779-51.3% |
| Participant deferral / active EE | $3,139 | $5,507-43.0% | $4,672-32.8% | $5,609-44.0% |
| Admin fee / account holder | $173 | $11,458-98.5% | $8,548-98.0% | $10,828-98.4% |