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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 | $11,893 | $82,674-85.6% | $125,381-90.5% | $68,486-82.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.46% | -5.97%-13.5pp | 572.31%-591.8pp | -7.85%-11.6pp |
| Employer contribution / active EE | $2,235 | $3,382-33.9% | $4,815-53.6% | $2,597-13.9% |
| Participant deferral / active EE | $4,684 | $6,111-23.4% | $7,448-37.1% | $4,028+16.3% |
| Admin fee / account holder | $269 | $6,277-95.7% | $10,007-97.3% | $5,404-95.0% |