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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 | $9,922 | $102,382-90.3% | $147,005-93.3% | $80,874-87.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 0.19% | 134.89%-134.7pp | 418.76%-418.6pp | 35.62%-35.4pp |
| Employer contribution / active EE | $5,502 | $3,715+48.1% | $4,934+11.5% | $2,756+99.7% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12 | $7,942-99.9% | $13,006-99.9% | $6,935-99.8% |