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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 | $10,781 | $138,114-92.2% | $125,391-91.4% | $134,545-92.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.79% | 750.88%-777.7pp | 572.41%-599.2pp | 418.37%-445.2pp |
| Employer contribution / active EE | $3,600 | $5,246-31.4% | $4,816-25.2% | $4,742-24.1% |
| Participant deferral / active EE | $4,080 | $7,801-47.7% | $7,448-45.2% | $6,401-36.3% |
| Admin fee / account holder | $32 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |