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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 | $4,420 | $93,117-95.3% | $77,096-94.3% | $134,532-96.7% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -23.87% | 62.67%-86.5pp | 42.35%-66.2pp | 418.27%-442.1pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,347 | $5,241-55.2% | $4,429-47.0% | $6,401-63.3% |
| Admin fee / account holder | $13 | $6,948-99.8% | $5,428-99.8% | $11,429-99.9% |