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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 | $15,401 | $57,352-73.1% | $83,831-81.6% | $64,173-76.0% |
| Participation rate | 76.2% | 68.6%+7.6pp | 76.1%0pp | 69.6%+6.6pp |
| Annual return | -9.96% | 11.38%-21.3pp | 850.99%-860.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,375 | $2,546-46.0% | $3,631-62.1% | $2,381-42.2% |
| Participant deferral / active EE | $2,993 | $2,9930% | $4,082-26.7% | $3,470-13.7% |
| Admin fee / account holder | $278 | $4,046-93.1% | $5,479-94.9% | $4,887-94.3% |