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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 | $1,517 | $29,733-94.9% | $56,025-97.3% | $80,959-98.1% |
| Participation rate | 94.7% | 41.7%+53.0pp | 52.5%+42.2pp | 67.7%+27.1pp |
| Annual return | 10.59% | 35.28%-24.7pp | 1712.69%-1702.1pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $812 | $1,229-34.0% | $1,955-58.5% | $4,300-81.1% |
| Admin fee / account holder | $161 | $2,434-93.4% | $2,828-94.3% | $6,925-97.7% |