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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 | $10,926 | $138,102-92.1% | $125,381-91.3% | $134,532-91.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -106.25% | 750.73%-857.0pp | 572.31%-678.6pp | 418.27%-524.5pp |
| Employer contribution / active EE | $1,480 | $5,245-71.8% | $4,815-69.3% | $4,741-68.8% |
| Participant deferral / active EE | $7,320 | $7,801-6.2% | $7,448-1.7% | $6,401+14.4% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |