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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 | $11,764 | $100,805-88.3% | $86,698-86.4% | $134,532-91.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -33.42% | 29.09%-62.5pp | 35.95%-69.4pp | 418.27%-451.7pp |
| Employer contribution / active EE | $4,301 | $3,490+23.2% | $2,837+51.6% | $4,741-9.3% |
| Participant deferral / active EE | $5,957 | $5,339+11.6% | $4,656+27.9% | $6,401-6.9% |
| Admin fee / account holder | $25 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |