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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 | $21,432 | $168,635-87.3% | $147,617-85.5% | $125,389-82.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.26% | 77.65%-82.9pp | 61.98%-67.2pp | 282.24%-287.5pp |
| Employer contribution / active EE | $4,562 | $6,252-27.0% | $5,564-18.0% | $4,866-6.2% |
| Participant deferral / active EE | $4,008 | $5,507-27.2% | $4,895-18.1% | $5,352-25.1% |
| Admin fee / account holder | $150 | $13,580-98.9% | $11,612-98.7% | $9,541-98.4% |