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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 | $10,204 | $180,459-94.3% | $154,108-93.4% | $135,380-92.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -17.48% | 888.21%-905.7pp | 735.21%-752.7pp | 519.81%-537.3pp |
| Employer contribution / active EE | $1,958 | $6,035-67.6% | $5,298-63.0% | $4,779-59.0% |
| Participant deferral / active EE | $4,180 | $5,806-28.0% | $5,081-17.7% | $5,609-25.5% |
| Admin fee / account holder | $244 | $16,145-98.5% | $13,411-98.2% | $10,828-97.7% |