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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 | $9,733 | $190,879-94.9% | $160,009-93.9% | $134,532-92.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.99% | 552.63%-574.6pp | 408.85%-430.8pp | 418.27%-440.3pp |
| Employer contribution / active EE | $2,852 | $4,995-42.9% | $4,225-32.5% | $4,741-39.8% |
| Participant deferral / active EE | $3,403 | $6,924-50.9% | $6,183-45.0% | $6,401-46.8% |
| Admin fee / account holder | $104 | $10,495-99.0% | $8,715-98.8% | $11,429-99.1% |