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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 | $10,580 | $138,102-92.3% | $125,381-91.6% | $134,532-92.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.73% | 750.73%-775.5pp | 572.31%-597.0pp | 418.27%-443.0pp |
| Employer contribution / active EE | $2,403 | $5,245-54.2% | $4,815-50.1% | $4,741-49.3% |
| Participant deferral / active EE | $5,247 | $7,801-32.7% | $7,448-29.5% | $6,401-18.0% |
| Admin fee / account holder | $30 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |