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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 | $8,169 | $95,917-91.5% | $79,583-89.7% | $134,545-93.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -25.19% | -2.70%-22.5pp | 0.16%-25.4pp | 418.37%-443.6pp |
| Employer contribution / active EE | $1,571 | $3,129-49.8% | $2,414-34.9% | $4,742-66.9% |
| Participant deferral / active EE | $3,290 | $4,694-29.9% | $3,986-17.5% | $6,401-48.6% |
| Admin fee / account holder | $2 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |