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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 | $14,583 | $138,078-89.4% | $125,363-88.4% | $134,509-89.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -29.53% | 750.49%-780.0pp | 572.15%-601.7pp | 418.13%-447.7pp |
| Employer contribution / active EE | $3,825 | $5,245-27.1% | $4,815-20.6% | $4,741-19.3% |
| Participant deferral / active EE | $7,733 | $7,800-0.9% | $7,447+3.8% | $6,400+20.8% |
| Admin fee / account holder | $39 | $11,566-99.7% | $10,005-99.6% | $11,427-99.7% |