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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 | $15,626 | $135,645-88.5% | $110,243-85.8% | $135,380-88.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -37.38% | 513.24%-550.6pp | 314.76%-352.1pp | 519.81%-557.2pp |
| Employer contribution / active EE | $8,139 | $4,907+65.9% | $3,827+112.7% | $4,779+70.3% |
| Participant deferral / active EE | $6,133 | $5,507+11.4% | $4,672+31.3% | $5,609+9.3% |
| Admin fee / account holder | $220 | $11,458-98.1% | $8,548-97.4% | $10,828-98.0% |