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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 | $8,776 | $138,078-93.6% | $125,363-93.0% | $134,509-93.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.99% | 750.49%-777.5pp | 572.15%-599.1pp | 418.13%-445.1pp |
| Employer contribution / active EE | $2,319 | $5,245-55.8% | $4,815-51.8% | $4,741-51.1% |
| Participant deferral / active EE | $3,477 | $7,800-55.4% | $7,447-53.3% | $6,400-45.7% |
| Admin fee / account holder | $31 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |