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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 | $11,229 | $138,078-91.9% | $125,363-91.0% | $134,509-91.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.26% | 750.49%-771.7pp | 572.15%-593.4pp | 418.13%-439.4pp |
| Employer contribution / active EE | $2,022 | $5,245-61.4% | $4,815-58.0% | $4,741-57.3% |
| Participant deferral / active EE | $3,367 | $7,800-56.8% | $7,447-54.8% | $6,400-47.4% |
| Admin fee / account holder | $41 | $11,566-99.6% | $10,005-99.6% | $11,427-99.6% |