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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 | $4,804 | $49,897-90.4% | $80,648-94.0% | $75,177-93.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 3.43% | 34.68%-31.2pp | 937.21%-933.8pp | 160.75%-157.3pp |
| Employer contribution / active EE | $4,373 | $1,699+157.4% | $2,724+60.6% | $2,671+63.7% |
| Participant deferral / active EE | $0 | $2,992-100.0% | $4,443-100.0% | $4,126-100.0% |
| Admin fee / account holder | $184 | $3,579-94.9% | $5,382-96.6% | $5,651-96.7% |