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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 | $12,517 | $138,114-90.9% | $125,391-90.0% | $134,545-90.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.04% | 750.88%-778.9pp | 572.41%-600.5pp | 418.37%-446.4pp |
| Employer contribution / active EE | $2,649 | $5,246-49.5% | $4,816-45.0% | $4,742-44.1% |
| Participant deferral / active EE | $6,701 | $7,801-14.1% | $7,448-10.0% | $6,401+4.7% |
| Admin fee / account holder | $262 | $11,570-97.7% | $10,009-97.4% | $11,431-97.7% |