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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 | $20,384 | $135,639-85.0% | $110,241-81.5% | $135,382-84.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -25.75% | 513.21%-539.0pp | 314.75%-340.5pp | 519.77%-545.5pp |
| Employer contribution / active EE | $2,516 | $4,907-48.7% | $3,827-34.3% | $4,779-47.4% |
| Participant deferral / active EE | $11,684 | $5,507+112.2% | $4,672+150.1% | $5,609+108.3% |
| Admin fee / account holder | $42 | $11,457-99.6% | $8,548-99.5% | $10,829-99.6% |