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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 | $9,792 | $95,188-89.7% | $76,518-87.2% | $135,379-92.8% |
| Participation rate | 77.8% | 74.4%+3.4pp | 68.0%+9.8pp | 82.6%-4.9pp |
| Annual return | -12.36% | 4.85%-17.2pp | -0.27%-12.1pp | 519.79%-532.2pp |
| Employer contribution / active EE | $916 | $3,303-72.3% | $2,647-65.4% | $4,779-80.8% |
| Participant deferral / active EE | $2,027 | $4,640-56.3% | $3,836-47.2% | $5,609-63.9% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |