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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 | $11,042 | $95,979-88.5% | $74,551-85.2% | $135,380-91.8% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -69.69% | 56.97%-126.7pp | 32.53%-102.2pp | 519.81%-589.5pp |
| Employer contribution / active EE | $6,287 | $2,716+131.5% | $1,961+220.6% | $4,779+31.6% |
| Participant deferral / active EE | $3,464 | $3,844-9.9% | $3,108+11.5% | $5,609-38.2% |
| Admin fee / account holder | $37 | $6,522-99.4% | $5,059-99.3% | $10,828-99.7% |