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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 | $27,949 | $180,462-84.5% | $154,111-81.9% | $135,379-79.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -22.24% | 888.17%-910.4pp | 735.18%-757.4pp | 519.79%-542.0pp |
| Employer contribution / active EE | $2,478 | $6,036-58.9% | $5,298-53.2% | $4,779-48.1% |
| Participant deferral / active EE | $13,363 | $5,806+130.1% | $5,081+163.0% | $5,609+138.2% |
| Admin fee / account holder | $214 | $16,145-98.7% | $13,411-98.4% | $10,828-98.0% |