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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 | $21,614 | $135,645-84.1% | $110,243-80.4% | $135,380-84.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -13.13% | 513.24%-526.4pp | 314.76%-327.9pp | 519.81%-532.9pp |
| Employer contribution / active EE | $2,043 | $4,907-58.4% | $3,827-46.6% | $4,779-57.2% |
| Participant deferral / active EE | $8,775 | $5,507+59.3% | $4,672+87.8% | $5,609+56.4% |
| Admin fee / account holder | $82 | $11,458-99.3% | $8,548-99.0% | $10,828-99.2% |