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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 | $10,172 | $77,157-86.8% | $108,405-90.6% | $85,851-88.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.85% | 44.55%-33.7pp | 905.55%-894.7pp | 318.63%-307.8pp |
| Employer contribution / active EE | $4,492 | $2,379+88.8% | $3,559+26.2% | $2,565+75.1% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $69 | $5,174-98.7% | $7,297-99.1% | $6,261-98.9% |