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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 | $12,844 | $142,409-91.0% | $119,634-89.3% | $134,545-90.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -27.92% | -12.46%-15.5pp | -14.98%-12.9pp | 418.37%-446.3pp |
| Employer contribution / active EE | $2,577 | $5,224-50.7% | $4,232-39.1% | $4,742-45.7% |
| Participant deferral / active EE | $3,221 | $6,468-50.2% | $5,601-42.5% | $6,401-49.7% |
| Admin fee / account holder | $20 | $13,594-99.9% | $10,329-99.8% | $11,431-99.8% |