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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 | $17,898 | $166,242-89.2% | $165,071-89.2% | $145,884-87.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.49% | 100.44%-95.0pp | 70.17%-64.7pp | 551.85%-546.4pp |
| Employer contribution / active EE | $2,262 | $5,283-57.2% | $4,347-48.0% | $4,662-51.5% |
| Participant deferral / active EE | $4,272 | $6,964-38.7% | $6,035-29.2% | $6,690-36.1% |
| Admin fee / account holder | $276 | $16,658-98.3% | $12,695-97.8% | $13,392-97.9% |