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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 | $12,423 | $138,114-91.0% | $125,391-90.1% | $134,545-90.8% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -25.31% | 750.88%-776.2pp | 572.41%-597.7pp | 418.37%-443.7pp |
| Employer contribution / active EE | $1,823 | $5,246-65.3% | $4,816-62.2% | $4,742-61.6% |
| Participant deferral / active EE | $6,963 | $7,801-10.7% | $7,448-6.5% | $6,401+8.8% |
| Admin fee / account holder | $170 | $11,570-98.5% | $10,009-98.3% | $11,431-98.5% |