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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 | $12,319 | $138,076-91.1% | $123,553-90.0% | $135,380-90.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -46.36% | 153.70%-200.1pp | 119.21%-165.6pp | 519.81%-566.2pp |
| Employer contribution / active EE | $4,592 | $5,152-10.9% | $4,628-0.8% | $4,779-3.9% |
| Participant deferral / active EE | $6,364 | $6,800-6.4% | $6,426-1.0% | $5,609+13.5% |
| Admin fee / account holder | $41 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |