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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 | $120,340 | $263,436-54.3% | $305,030-60.5% | $254,173-52.7% |
| Participation rate | 100.0% | 47.8%+52.2pp | 44.7%+55.3pp | 43.0%+57.0pp |
| Annual return | -9.91% | 288.76%-298.7pp | 380.66%-390.6pp | 259.17%-269.1pp |
| Employer contribution / active EE | $67,529 | $47,316+42.7% | $45,083+49.8% | $41,471+62.8% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,502-100.0% |