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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 | $14,995 | $72,177-79.2% | $115,038-87.0% | $59,633-74.9% |
| Participation rate | 92.3% | 72.6%+19.8pp | 81.4%+10.9pp | 68.7%+23.6pp |
| Annual return | -5.83% | 12.02%-17.8pp | 26.14%-32.0pp | 2041.45%-2047.3pp |
| Employer contribution / active EE | $2,176 | $2,841-23.4% | $4,608-52.8% | $2,203-1.2% |
| Participant deferral / active EE | $4,189 | $4,783-12.4% | $6,026-30.5% | $3,192+31.2% |
| Admin fee / account holder | $14 | $4,927-99.7% | $8,175-99.8% | $4,297-99.7% |