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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 | $13,826 | $138,114-90.0% | $125,391-89.0% | $134,545-89.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.14% | 750.88%-772.0pp | 572.41%-593.5pp | 418.37%-439.5pp |
| Employer contribution / active EE | $2,131 | $5,246-59.4% | $4,816-55.8% | $4,742-55.1% |
| Participant deferral / active EE | $5,475 | $7,801-29.8% | $7,448-26.5% | $6,401-14.5% |
| Admin fee / account holder | $63 | $11,570-99.5% | $10,009-99.4% | $11,431-99.5% |