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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 | $5,638 | $138,114-95.9% | $125,391-95.5% | $134,545-95.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -44.93% | 750.88%-795.8pp | 572.41%-617.3pp | 418.37%-463.3pp |
| Employer contribution / active EE | $1,385 | $5,246-73.6% | $4,816-71.2% | $4,742-70.8% |
| Participant deferral / active EE | $3,216 | $7,801-58.8% | $7,448-56.8% | $6,401-49.8% |
| Admin fee / account holder | $155 | $11,570-98.7% | $10,009-98.4% | $11,431-98.6% |