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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 | $4,856 | $95,917-94.9% | $79,583-93.9% | $134,545-96.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.67% | -2.70%-19.0pp | 0.16%-21.8pp | 418.37%-440.0pp |
| Employer contribution / active EE | $560 | $3,129-82.1% | $2,414-76.8% | $4,742-88.2% |
| Participant deferral / active EE | $2,798 | $4,694-40.4% | $3,986-29.8% | $6,401-56.3% |
| Admin fee / account holder | $53 | $9,132-99.4% | $6,835-99.2% | $11,431-99.5% |