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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 | $11,212 | $135,645-91.7% | $110,243-89.8% | $135,379-91.7% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -22.92% | 513.24%-536.2pp | 314.76%-337.7pp | 519.79%-542.7pp |
| Employer contribution / active EE | $2,358 | $4,907-51.9% | $3,827-38.4% | $4,779-50.7% |
| Participant deferral / active EE | $3,551 | $5,507-35.5% | $4,672-24.0% | $5,609-36.7% |
| Admin fee / account holder | $82 | $11,458-99.3% | $8,548-99.0% | $10,828-99.2% |