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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 | $17,408 | $99,032-82.4% | $80,022-78.2% | $135,380-87.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.26% | 15.39%-24.6pp | 11.22%-20.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $2,965 | $3,043-2.6% | $2,468+20.1% | $4,779-38.0% |
| Participant deferral / active EE | $2,975 | $4,282-30.5% | $3,686-19.3% | $5,609-47.0% |
| Admin fee / account holder | $84 | $10,436-99.2% | $6,521-98.7% | $10,828-99.2% |