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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 | $3,766 | $45,872-91.8% | $77,096-95.1% | $68,486-94.5% |
| Participation rate | 76.9% | 55.9%+21.0pp | 67.9%+9.0pp | 67.9%+9.0pp |
| Annual return | -42.23% | 1.73%-44.0pp | 42.35%-84.6pp | -7.85%-34.4pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,814-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,651 | $2,963-10.5% | $4,429-40.1% | $4,028-34.2% |
| Admin fee / account holder | $6 | $3,041-99.8% | $5,428-99.9% | $5,404-99.9% |