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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 | $17,163 | $95,979-82.1% | $74,551-77.0% | $135,380-87.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.86% | 56.97%-67.8pp | 32.53%-43.4pp | 519.81%-530.7pp |
| Employer contribution / active EE | $4,941 | $2,716+81.9% | $1,961+151.9% | $4,779+3.4% |
| Participant deferral / active EE | $1,944 | $3,844-49.4% | $3,108-37.5% | $5,609-65.3% |
| Admin fee / account holder | $95 | $6,522-98.5% | $5,059-98.1% | $10,828-99.1% |