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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 | $10,914 | $183,592-94.1% | $155,574-93.0% | $145,877-92.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -3.74% | 61.37%-65.1pp | 64.87%-68.6pp | 551.28%-555.0pp |
| Employer contribution / active EE | $6,390 | $5,317+20.2% | $4,676+36.7% | $4,663+37.0% |
| Participant deferral / active EE | $2,957 | $6,466-54.3% | $5,629-47.5% | $6,691-55.8% |
| Admin fee / account holder | $287 | $19,316-98.5% | $15,914-98.2% | $13,402-97.9% |