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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 | $4,768 | $92,219-94.8% | $76,767-93.8% | $135,380-96.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -137.69% | 5.46%-143.2pp | 2.43%-140.1pp | 519.81%-657.5pp |
| Employer contribution / active EE | $2,012 | $3,216-37.5% | $2,485-19.1% | $4,779-57.9% |
| Participant deferral / active EE | $2,836 | $4,508-37.1% | $3,852-26.4% | $5,609-49.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |