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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 | $23,984 | $180,459-86.7% | $154,108-84.4% | $135,380-82.3% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -9.89% | 888.21%-898.1pp | 735.21%-745.1pp | 519.81%-529.7pp |
| Employer contribution / active EE | $4,003 | $6,035-33.7% | $5,298-24.4% | $4,779-16.2% |
| Participant deferral / active EE | $2,831 | $5,806-51.2% | $5,081-44.3% | $5,609-49.5% |
| Admin fee / account holder | $160 | $16,145-99.0% | $13,411-98.8% | $10,828-98.5% |